Financial Software

Financial software questions? Ask IT support for answers ASAP

Ask an Expert,
Get an Answer ASAP!

This answer was rated:

Form 1099-R DIV and INT reports for 2017 return. I have

Form 1099-R DIV and...

Form 1099-R DIV and INT reports for 2017 return

Accountant's Assistant: The Financial Software Technician will know how to help. Please tell me more, so we can help you best.

I have received help lately but needed to get more information from my brokerage service and now I am ready to input this information.

Accountant's Assistant: Is there anything else the Financial Software Technician should be aware of?

Nothing at this time.

Show More
Show Less
Ask Your Own Financial Software Question
Answered in 18 minutes by:
3/11/2018
Fred Rook
Fred Rook, Certified Public Accountant (CPA)
Category: Financial Software
Satisfied Customers: 167
Experience: 20+ years as a Certified Public Accountant, including 19 years working in public accounting firms with extensive tax, audit, write-up and consulting experience.
Verified

Hello, my name is ***** ***** I will try to assist you. What program are you using?

Fred Rook
Fred Rook, Certified Public Accountant (CPA)
Category: Financial Software
Satisfied Customers: 167
Experience: 20+ years as a Certified Public Accountant, including 19 years working in public accounting firms with extensive tax, audit, write-up and consulting experience.
Verified
Fred Rook and 87 other Financial Software Specialists are ready to help you
Ask your own question now
Phone call session started
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tech support repLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Fred Rook Your Own Question
Fred Rook
Fred Rook
Fred Rook, Certified Public Accountant (CPA)
Category: Financial Software
Satisfied Customers: 167
167 Satisfied Customers
Experience: 20+ years as a Certified Public Accountant, including 19 years working in public accounting firms with extensive tax, audit, write-up and consulting experience.

Fred Rook is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Robert M.

Robert M.

Consultant

3,166 satisfied customers

30 yrs. of computer experience in financial and marketing departments.

Doug Millington

Doug Millington

Certified Public Accountant (CPA)

268 satisfied customers

Bachelor of Science Cornell University 1979 - CPA since 1981 - Certified QuickBooks ProAdvisor - 30+ years experience.

AnswerCPA

AnswerCPA

Advisor

175 satisfied customers

QuickBooks Pro Advisor

Leanne Stewart

Leanne Stewart

Quickbooks Pro Certified

153 satisfied customers

QuickBooks certified, in my own business for 7+ years.

David Bennett

David Bennett

Certified QuickBooks ProAdvisor

91 satisfied customers

16+ yrs exper. QuickBooks Specialist, contract accounting technician, consultant & trainer!

jgordosea

jgordosea

Enrolled Agent

80 satisfied customers

Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs

Tom K

Tom K

Assistant Information Systems Manager

47 satisfied customers

Experienced in the usage of Financial programs such as Quickbooks, Peachtree, and Quicken.

< Previous | Next >

Related Financial Software Questions
I lost turbo tax files 2017 wen my computer crashed. I had
I lost turbo tax files 2017 wen my computer crashed. I had backup, but it looks like my original download of the program was lost. Can you do my premier turbo tax 2017 and restore my work? … read more
Harry
Harry
2,175 satisfied customers
I filed my 2016, however, printer was down. I used H&R Block
I filed my 2016, however, printer was down. I used H&R Block software. My computer ceashed … read more
Russell H.
Russell H.
Computer Technology Consultant
Vocational, Technical or Trade Scho
791 satisfied customers
Ki form 1041 box 14 code asking about gross income sourced.
Ki form 1041 box 14 code B asking about gross income sourced … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
I am using TaxAct software. 2016 I had a capital loss
I am using TaxAct software. 2016 I had a capital loss carryover of $3,222 to 2017 (after deducting $3,000 in 2016). $3,000 of the 2016 carryover loss was applied against my 2017 income. By my calculat… read more
ABC Accounting Group
ABC Accounting Group
Bachelor\u0027s Degree
848 satisfied customers
How can I get set up to get my financial information on
How can I get set up to get my financial information on line? I have tried to get started but,have not been successful. I am trying to get my 1099-R for 2017. … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
I HAVE 1099-DIV FOR BOTH INDIVIDUAL AND LIVING TRUST
I HAVE 1099-DIV FOR BOTH INDIVIDUAL AND LIVING TRUST ACCOUNTS WITH SAME TAX ID NUMBER. I TRY TO FILL OUT NEW 1099-DIV FORM FOR THE TRUST AND THE SOFTWARE WON'T LET ME MAKE THE ENTRY … read more
Expert
Expert
Two questions: 1) I have a TurboTax account, but it won't
Two questions: 1) I have a TurboTax account, but it won't accept my password, and I keep getting "timed out", before I can ener a new verification code or password. Isn't there a simpler means by whic… read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,665 satisfied customers
I have a rental appartment in Greece and last year i
I have a rental appartment in Greece and last year i renovate the appartment I use the turbotax premier and I need help to declare ALL the renovation expences.Can some one can HELP ME? … read more
cvd4311
cvd4311
Computer Analyst
Bachelor\u0027s Degree
727 satisfied customers
I am trying to complete my 2017 tax return but the return is
I am trying to complete my 2017 tax return but the return is doubling my income. WHY? … read more
Expert
Expert
Had problems with 2016 taxes because I put in a deduction
had problems with 2016 taxes because I put in a deduction that I was not eligible for and could not figure out how to take it out. So I had to go to H and R Block and get my taxes done. I have been a … read more
Brian Michels
Brian Michels
Partner, CPA
Bachelors of Business Administration
199 satisfied customers
Cannot access software using my account info; just goes in
cannot access software using my account info; just goes in circles … read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,166 satisfied customers
On form 1099 Misc there is Nondividend distribution line 3
On form 1099 Misc there is Nondividend distribution line 3 of $74 I received a Red alert asking for cost basis (if it was zero) and also if long or short term capital gain. Not sure of answer?? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,665 satisfied customers
Can I get Quickbooks 2016 to print 1099-Int? I have a small
Can I get Quickbooks for Accountants 2016 to print 1099-Int? I have a small business loan company that loans money and now I need to let my clients know what interest they paid and I had an expectatio… read more
Robert M.
Robert M.
Consultant
Bachelor's Degree
3,166 satisfied customers
Hi Brad, I had a distribution of 90,000 from my K-1 and received
Hi Brad, I had a distribution of 90,000 from my K-1 and received a 1099-DIV for that amount. My net income on the K-1 was $97,419 and that is being treated as a capital gain. Seems the income is being… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
I am currently working on turbo tax and I am not seeing where
I am currently working on turbo tax and I am not seeing where I input the lump sum amount I received from the QDRO and where I denote the purchase of the rec vehicle, as previously discussed. Is it to… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I am using Turbotax Deluxe. I have a 1099-R for funds withdrawn
I am using Turbotax Deluxe. I have a 1099-R for funds withdrawn from an IRA which were immediately rolled over into another IRA. Turbotax is treating these funds as fully taxable. I understand there s… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
my husband pension plan was not contributed by him. Turbo
my husband pension plan was not contributed by him. Turbo is asking withholding amount? Is the full amount of the pension not taxable? Do I input the full amount or do I need to get the tax rate and s… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
Hi, I can not get foreign taxes I have paid (to Canada) to show up on my return!!! I a
Hi, I can not get foreign taxes I have paid (to Canada) to show up on my return!!! I am a US citizen doing 2010 taxes (yeah, I'm late), and have entered foreign taxes paid on 1099-DIV line 6 as instru… read more
DrQuickBooksQuicken
DrQuickBooksQuicken
Chief Software Trainer and President
Bachelor\u0027s Degree
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x