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What forms or information does a college or university send
What forms or information does a college or university send to the irs pertaining to a student?(other than a 1098-T or along with the 1098-t info the student doesn't see only the irs?… read more
emc011075
emc011075
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I need to get a copy of the IRS's assignment notification of
Hello Pearl, I need to get a copy of the IRS's assignment notification of my EIN for my LLC as I'm trying to open a new business checking account. That's a doc needed and from 20 years back, I'll be l… read more
Dr. Fiona Chen
Dr. Fiona Chen
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I received a payout from my father's life insurance policy.
I received a payout from my father's life insurance policy. I got a 1099-R. Do I pay taxes on this? … read more
Dr. Fiona Chen
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I am in the process of negotiating a separation and release
Hello,I am in the process of negotiating a separation and release agreement with my former employer. The agreement indicates that a 1099 misc. will be provided, however it does not state mental distre… read more
emc011075
emc011075
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My name is ***** *****. I have some questions dealing with a
My name is ***** *****. I have some questions dealing with a life insurance proceeded received due to death of my mother and whether it is taxable. … read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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RE: USA taxes: We have received an annuity/life insurance type
RE: USA taxes: We have received an annuity/life insurance type payout (from deceased in Canada). Is it correct that we do not pay taxes on this? We understand that will owe taxes on any interest or in… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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My former employer will be offering a choice between receiving
My former employer will be offering a choice between receiving my pension in lump sum or monthly annuity payments. I believe that if I take the lump sum option my income tax liability will be much hig… read more
USTaxAdvising
USTaxAdvising
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How does the IRS treat the "rolling over" of an life annuity?
How does the IRS treat the "rolling over" of an life annuity? Does the annuity have to be rolled over to another annuity or can it roll to an IRA, instead?… read more
ShawnA
ShawnA
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I have received 1099-R from New York Life in the amount of
I have received 1099-R from New York Life in the amount of 39K. This money was inherited after my father passed away last January. I asked the agent at the time how much of this would be taxable incom… read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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My school sent me a 1098-T that shows box 5 at $18,884.
My school sent me a 1098-T that shows box 5 at $18,884. There was no way I received that in grants or scholarships so I checked my school account. Grants/Scholarships totaled only $9832 that was credi… read more
Lev
Lev
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Bachelor's Degree Equivalent
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My mother named me as the beneficiary in a life insurance policy.
My mother named me as the beneficiary in a life insurance policy. She was murdered in 2010, and in 2011, I received a check from the insurance company. I have two questions. Why did I get a Form 1099-… read more
R. Klein, EA
R. Klein, EA
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Master's Degree
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I received a notification from the Social Security Administration
I received a notification from the Social Security Administration about a potential private pension benefit. I had left the company which was referenced in 1995, but they had reported an annuity in my… read more
Bill
Bill
Master's Degree
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Hello, I have a life insurance question. Back around 1995 or
Hello, I have a life insurance question. Back around 1995 or 96, I took a loan out on my variable whole life insurance policy, money got tight and our agent said that we could skip some payments becau… read more
MequonCPA
MequonCPA
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I donated a used car to Purple Heart and the org sent me a
I donated a used car to Purple Heart and the org sent me a letter confirming the donated car. The letter also said that I could use the letter to claim up to $500 for charity deduction. IF the car wou… read more
Marvin,EA
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MY MOTHER WHO LIVES IN MISSISSIPPI HAS 4 ANNUITIES. 1 IS FOR
MY MOTHER WHO LIVES IN MISSISSIPPI HAS 4 ANNUITIES. 1 IS FOR HER GRAND CHILDREN UPON HER DEATH. THE OTHER 3 ARE FOR HER 3 KIDS TO DIVIDE AT HER DEATH. SHE HAS 1 BIG ONE THAT SHE HAS NEVER DRAWN FROM. … read more
Merlo
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I receive a monthly payment of $194 for a compensation benef
I receive a monthly payment of $194 for a compensation benefit restoration plan which is a non qualified deferred compensation plan as part of my retirement income. The payment is made as a 10 year ce… read more
Ed Johnson
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Bachelor's Degree
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I HAVE NOT RECEIVED MY TAX FORM FROM MY EMPLOYER FOR ...
I HAVE NOT RECEIVED MY TAX FORM FROM MY EMPLOYER FOR 2007...THEY WENT BANKFUPT IN 2007 AROUND JUNE. HOW DO I GET MY FORM W2...THERE IS NO ONE TO CONTACT.… read more
Ed Johnson
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Bachelor's Degree
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the irs sent me a letter stating that i didnt file ...
the irs sent me a letter stating that i didn't file taxes back in 1999. I sent in my tax papers and they say they never received them. i live in maryland and when the hurricane came through 2 years ag… read more
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