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As retired clergy is my Required Minimum Distribution
As retired clergy is my Required Minimum Distribution considered part of my income that can be included in my clergy housing deduction? It comes from a separate source than my pension. … read more
Expert
Expert
I used tax act (for years) I filed return and on lin 12a
Hi Robert I used tax act (for years) I filed return and on lin 12a pensions and annuities there was a number 824,869 and it should have been 0. I don't know what to do, I didn't notice it. … read more
Robin D.
Robin D.
Vocational, Technical or Trade School
23,497 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 I have a 1099-R for funds withdrawn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 I have a 1099-R for funds withdrawn from an IRA which were immediately rolled over into another IRA.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's Degree
6,444 satisfied customers
i withdrew $5000 from my ira in 2011 because i became unemployed. i
i withdrew $5000 from my ira in 2011 because i became unemployed. i met the four conditions you mentioned in your help screen. how do i get to form 5328 and let the irs know that, so that i will not h… read more
Robin D.
Robin D.
Vocational, Technical or Trade School
23,497 satisfied customers
Cashed in a 2011 life insurance policy (1099-R for $6,955)
Cashed in a 2011 life insurance policy (1099-R for $6,955) indicatong paid insurance payments of $3,996, and taxes of $296. Taxable amount is $2,959. It seems that I should be taxed on the $2,959, but… read more
PDtax
PDtax
Owner
Master's Degree
6,444 satisfied customers
I received a 1099-R that shows the following information: Box
I received a 1099-R that shows the following information: Box 1 851.01,box 2b taxable amount not determined x, total distribution x, and Box 7 T. I purchased a $2,000 Roth IRA in 2001, due to market d… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,227 satisfied customers
I have stock with GE and it was in a holding fund with Fidelity.
I have stock with GE and it was in a holding fund with Fidelity. Thought I was going to let Fidelity handle my account, but decided to let it stay in a holding spot. I received a 1099-R form with X am… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
Im using turbo Tax and have an RMD of $4202.. I had $804.00
I'm using turbo Tax and have an RMD of $4202.. I had $804.00 withheld for Fed. Income Tax. the program created form 5329 showing a penalty tax of $402.00. I do not think this is right but can't a way … read more
Tax.appeal.168
Tax.appeal.168
Principal
8,153 satisfied customers
I entered my 1099R with distribution code of 7. However the
I entered my 1099R with distribution code of 7. However the system keeps changing it to A. As a result it has developed that I did not take my minimum required distribution. It prepared a form 5329 an… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,227 satisfied customers
My review keeps saying there is something wrong with my federal
My review keeps saying there is something wrong with my federal return. The only thing I find marked is the amount of pension received this year, and the date of my retirement.It does not tell me wher… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
We have a 1099R from the government for arrears pay for a deceased
We have a 1099R from the government for arrears pay for a deceased sister. There is no place to enter this is the final payment to the beneficiary...it is not an annuity...Where do we enter the 1099R … read more
Arthur Rubin
Arthur Rubin
Doctoral Degree
1,567 satisfied customers
I took a total distribution from an annuity from Bankers life
I took a total distribution from an annuity from Bankers life and Casualty Co. Box 1 on the 1099 R haS THE AMT OF THE TOTAL DISTRIBUTION . Box 2 is checked that taxable amt is not determined. The taxa… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
on April 4,2010 my husband withdrew funds, from his contract,
on April 4,2010 my husband withdrew funds, from his contract, with Thrivent Financial for Lutherans, and received $11,403.00. We received a letter dated that day that stated his taxable income reporta… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
This is our first time using tb tax software, we do not receive
This is our first time using tb tax software, we do not receive wages because we're both retired w/ Federal Govt pensions - - -Question - On the 1040A we've always placed our pensions total amount on … read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
I am trying to use Turbo Tax Deluxe to include a Rollover IRA
I am trying to use Turbo Tax Deluxe to include a Rollover IRA to a Roth IRA But it will not allow me to split the distribution for 2010 over 2011 and 2012 as the tax law allows. Is this going to be fi… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
i reported two 1099r distributions, one was a direct distribution
i reported two 1099r distributions, one was a direct distribution to me that i paid 20% federal tax on the other was a traditional rollover to an ira . i entered 7 in box 7 on the first and g in box 7… read more
RD
RD
Self Employed
Master's Degree
1,129 satisfied customers
I JUST FINISHED MY TAXES BUT THE FINAL DID NOT INCLUDE MY IRA
I JUST FINISHED MY TAXES BUT THE FINAL DID NOT INCLUDE MY IRA NOD MY SOCIAL SECURITY DISTRIBUTIONS IN THE FINAL CALAULATIONS.… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
Form 1040. Item #16a, shows correct pensions and annuities
Form 1040. Item #16a, shows correct pensions and annuities correctly at 70,300. However 16b show taxable amount of 28,208. I believe 16b it is incorrect. I have use Turbotax for a number of years and … read more
Gerri A Harrison CFP EA
Gerri A Harrison CFP EA
Financial advisor/Tax preparer
Bachelor's Degree
245 satisfied customers
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