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I'm getting a message to check my entry for 1099R it says
I'm getting a message to check my entry for 1099R it says NYS withholding can't exceed gross distribution . That is not the case. It is less than the gross distribution … read more
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I just realized that for the past two years I have marked
I just realized that for the past two years I have marked down my disability pension as nontaxable when I believe it is taxable on my taxes. Am I facing a failure to file or failure to pay penalty?… read more
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I am entering info from my 1099-R and turbo tax asks for
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Rick
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TAXPAYER WHO TAKE A DISTRIBUTION OF THE ROTH IN BOX 7 SHOULD
TAXPAYER WHO TAKE A DISTRIBUTION OF THE ROTH IN BOX 7 SHOULD BE CODED AS??? WHAT TAX FORM IS REQUIRED TO FILE THE DISTRIBUTIONS ?FOR PEOPLE UNDER 59 1/2 AND OVER 591/2 THANK YOU… read more
Dr. Fiona Chen
Dr. Fiona Chen
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Trying to figure out how to fix my taxes. I have not filed
trying to figure out how to fix my taxes. I have not filed yet. My 1099R has my pension taxed at 100% and I am a 100% disabled vet. … read more
emc011075
emc011075
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Question about 1099. It is a 1099 R code G ..but when I got
it is a 1099 R code G ..but when I got check I just cashed it in my checking and did not roll to another IRA or Roth ..how do I file /correct the 1099 R … read more
James Daloisio
James Daloisio
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I have been on disability and the reported amount on 1099r
I have been on disability and the reported amount on 1099r section 2a was unknown. Since I have now reached federal retirement age, will the amount in box 2a change? am i correct in reading that once … read more
emc011075
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I am having a problem with VA due to a 1099-R on 2016. For
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Lev
Lev
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I have a 1099 R gross distribution from a pension plan. The
I have a 1099 R for a gross distribution from a pension plan. The distribution code in box 7 is 1 ? I have been on permanent disability since 1994 and I receive SSDI. I was 58 at the time of the distr… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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i have a client that has a code 3 on her 1099-R and her box
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Robin D.
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We live in the State of Virgina and Form 760, the Virginia
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Tax.appeal.168
Tax.appeal.168
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I borrowed money from my Roth IRA. $4161.41 according to my
I borrowed money from my Roth IRA. $4161.41 according to my 1099-R. In box 2B on the 1099-R it is checked and in total distribution it is also checked. I still have money in my Roth, I did not take it… read more
jgordosea
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JKCPA
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When preparing 2008 fed return, we discovered about $1000 of
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Bill
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I redone several insurance policy to one policy, received several
I redone several insurance policy to one policy, received several 1099-r. most have box 2a as $0 amount, 2 have amounts of $7,131 and $450 in box 2a. Do I declare as income only the amount in box 2a? … read more
Wendy Reed
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I and several coworkers sold our shares of stock through our
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Lev
Lev
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My mother passed away 1 month ago at 701/2 years old; she was
My mother passed away 1 month ago at 701/2 years old; she was recieving disbursements from 2 IRA"s my father had set=up for his retirement but he passed away 3 years earlier and my mother was the bene… read more
Lev
Lev
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i became disabled not able to work so i cashed in my 401k ...
i became disabled not able to work so i cashed in my 401k plan. i am unable to work and receive disability benefits. i just received a 1099-r form from cashing in my 401k plan. i am not familiar with … read more
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