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I retired from the railroad when I was 59. I was 60 in 2017.
I retired from the railroad when I was 59. I was 60 in 2017. I received a 1099 R. My gross income on the 1099-R is $39,840. There is nothing in taxable income. Is it suppose to be taxed. I say this be… read more
emc011075
emc011075
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How do you claim FORM RRB-1099? From the railroad Retirement
From the railroad Retirement Board I received my FORM RRB-1099-R and attached to it was a FORM RRB-1099. Do I claim the 1099 and the 1099-R both? … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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My mom is a railroad retiree. I'm attempting to do her taxes
My mom is a railroad retiree. I'm attempting to do her taxes for the first time. Her railroad retirement has two Forms sent by RRB first is RRB-1099 and second is RRB-1099-R. Using H&R block and not f… read more
Lane
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I have a quick question concerning my Ohio income tax return.
I have a quick question concerning my Ohio income tax return. My husband received a lump sum distribution of his 401k when his was laid off (he was 59 1/2). We received a 1099-R, they took out Federal… read more
Robin D.
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Vocational, Technical or Trade School
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Can anyone tell me if there is a death benefit exclusion for
Can anyone tell me if there is a death benefit tax exclusion for a lump sum distribution on a retirement account? My client received a 1099-R as one of two beneficiaries on her fathers retirement acco… read more
Bill
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Master's Degree
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The first link you provide in the answer below requires the
The first link you provide in the answer below requires the user to have an account login to access. Do you have a link that does not require an account to login. I am trying to reconcile your answer … read more
Bill
Bill
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I have a Roth IRA and am under the retirement age and I have
I have a Roth IRA and am under the retirement age and I have withdrawn all of my contributions on two separate occasions last year, and I did not file taxes last year or this year as I am an unemploye… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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Last year I received $62,000 from state of VA that was abandoned
Last year I received $62,000 from state of VA that was abandoned money left by my deceased husband. I was under the impression that I did not have to file taxes on it. This year I received $8,000 from… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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Taxes - Need help! I have a new tax client that has Railroad
Taxes - Need help! I have a new tax client that has Railroad Retirement and I have not handled this type of income before. I have the clients RRB-1099 from 2010. I may have to amend his 2010 taxes bas… read more
CGCPA
CGCPA
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I was put on permanent disability this year and I received
I was put on permanent disability this year and I received a lum sum from social security of $30,000 and no taxes was withheld. Will I be able to recieve some type of break from paying taxes on it.… read more
Lev
Lev
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My husband has a whole life insurance policy that was opened
My husband has a whole life insurance policy that was opened for him when he was very young after his mother passed away. We recently just opened term life policies for each other and were thinking ab… read more
Anne
Anne
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I need to know how to file a single 1099-R (401k loan distribution
I need to know how to file a single 1099-R (401k loan distribution due to death) for my deceased husband. The 1099-R is for 2010, but my husband died in 2009. I filed joint as survivng spouse for 2009… read more
Lev
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My husband recently retired from a voluntary fire department
My husband recently retired from a voluntary fire department after serving 25 years, received a 1099-r because he did take payment and also paid taxes at that time. He is under 59.5 age. Is there anyw… read more
Bill
Bill
Master's Degree
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I have a retirement plan with a former company. When I left
I have a retirement plan with a former company. When I left the company the dollar value was less then $20k. I wanted to take a lump sum distribution, however, the fund was frozen. This year I recived… read more
Lev
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I had to take a lump sum payment from a retirement income annuity
I had to take a lump sum payment from a retirement income annuity plan. Out of the proceeds I payed a commission, that company sent me a W9. I sent the IRS a check for the estimated tax on the balance… read more
Merlo
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I am a retired police officer who received a disability retirement
I am a retired police officer who received a disability retirement which is not taxed. I recieve a 1099 R and was advised by the IRS that I owe taxes on this money. Is disability retirement taxed for … read more
Ed Johnson
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I receive a State Pension which is Not State Taxable but my
I receive a State Pension which is Not State Taxable but my company gave me an early retirement benefit. They sent me a 1099M on this which had fed. tax deducted but no State Tax was deducted. The tot… read more
Ed Johnson
Ed Johnson
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is it too late for an employer to give me my w2 papers I ...
is it too late for an employer to give me my w2 papers? I have not recieved them yet and it's the middle of march. I thought you had to recieve them by febuary?… read more
Ed Johnson
Ed Johnson
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