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I have a headache return of excess contibution problem, I
I have a headache return of excess contibution problem … read more
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My wife and I retired in early 2015, and moved to Michigan
My wife and I retired in early 2015, and moved to Michigan from Maryland. We purchased lifetime annuities from Nationwide Insurance using funds from qualified savings plans. The 1099-R from Nationwide… read more
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I receive a recoverable draw, the company taxes that recoverable
I receive a recoverable draw, the company taxes that recoverable draw so I end up with roughly 1/2 of the actual draw amount. Now when they recover it they are recovering it pre-tax so, when I net it … read more
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I'm a retired NYS worker with a question in reference to my
I'm a retired NYS worker with a question in reference to my 1099R,I was going over the form and noted discrepancies in filing status,amount of my contributions to my pension and my age at time of reti… read more
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In CY2013 I took an early withdrawal from my Etrade
Hello! In CY2013 I took an early withdrawal from my Etrade IRA ($9,600) - During that same year I moved all of that money to a Fidelity 401K Retirement Account where I had a loan - Do I owe taxes and … read more
Marvin,EA
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My Tax question is as follow. A friend took tens of thousands
My Tax question is as follow. A friend took tens of thousands of money with fraud contract and promise. It is a 100% scam l filed law suit and the sheriff served the pleading to the person who took my… read more
fastfile
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I'm trying to complete my mother-in-law's taxes for 2013 (late).
I'm trying to complete my mother-in-law's taxes for 2013 (late). But I don't understand the CSF-1099R. She is a civil service survivor. In addition to "gross distribution", the form lists "5. Employee… read more
keeperumiami
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I exercised 1000 ISO shares in 2012 at price $3.40 per share
I exercised 1000 ISO shares in 2012 at price $3.40 per share and sold it in the 2013 holding less than a year. At the time of my exercise, Market fair value of the share was $18.48. In the 2012 tax re… read more
LEV
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When I retired from American Airlines in 2002, I took the $
When I retired from American Airlines in 2002, I took the $ in my 401(k) and invested in stock through TDAmeritrade. I was losing $ in the AA Stock in which I invested, so I took what was left and rol… read more
NPVAdvisor
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AMT tax question We have the "fortunate" situation of having
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I am 55 and have been offered an early retirement package.
I am 55 and have been offered an early retirement package. My pension balance (defined contribution) is $180,000. If I take it as a lump sum does it count toward subjecting me to the Alternative Minim… read more
PDtax
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I exercised ISO stock options last year (2011), the employer
I exercised ISO stock options last year (2011), the employer filed with IRS a form that reported significant amount of AMT income. I understand that I generally need to pay for the AMT tax due to that… read more
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AT&T purchased Dobson and my employment terminated in 2008.
AT&T purchased Dobson and my employment terminated in 2008. In 2010 I needed a distribution from my old 401K. I looked it up on Fidelity.com and found I could take a loan. I set the loan up and receiv… read more
socrateaser
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I retired from ATT in September 2006, I received a lump sum
I retired from ATT in September 2006, I received a lump sum pension payout. On December 8th of this year I received a letter from Fidelity advising me that an error was made in the benefit calculation… read more
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I receive a pension from SC. I purchased 6 years of service
I receive a pension from SC. I purchased 6 years of service from another state and bought my last 5 years in SC to reach full retirement status. I use Turbo Tax to file my return. This is the second y… read more
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I took a very early retirement incentive program at the end
I took a very early retirement incentive program at the end of June 2009. It consists of three pieces: a pension, a special "bridge" payment until I reach 62 and can collect early SS, and a year's com… read more
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Ive been having funds taken from my job paycheck for quite
I've been having funds taken from my job paycheck for quite a while. Was having funds taken from my social security check but that stopped a while ago. I do/did owe IRS. I received a $1200 tax refund … read more
Merlo
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A couple of days ago I asked a question to you folks about
A couple of days ago I asked a question to you folks about the coding number on my 1099-R for my withdrawl from my IRA under Rule 72T. I incorrectly stated that the 1099-R was being Coded as a #2 when… read more
Bill
Bill
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