Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Related Tax Questions
How do I file death benefits from an IRA. My fiancee died
My fiancee died and left me IRA"s from his union which they rolled over in my name How & where do I declare them on 1040 … read more
ABC Accounting Group
ABC Accounting Group
Bachelor's Degree
877 satisfied customers
I have a 1099R form for a 1035 annuity exchange where there
I have a 1099R form for a 1035 annuity exchange where there is no taxable amount in Box 2a. How do I indicate this on my Form 1040 since just putting a 6 did not work for my AARP tax helper? … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
CERTIFIED FINANCIAL PLANNER ®, Professional
Master's Degree
3,053 satisfied customers
I received an inherited annuity where do I file it on 1040.
I received an inherited annuity where do I file it on 1040 … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
How do I report the tax withheld from the social security
How do I report the tax withheld from the social security that I receive and also the tax withheld from mandatory IRA distributions that I took the first time in 2016 … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
CERTIFIED FINANCIAL PLANNER ®, Professional
Master's Degree
3,053 satisfied customers
I inherited 75% a non-qualified annuity. i am using the 5
i inherited 75% a non-qualified annuity. i am using the 5 year option to liquidate the account. the cost basis of my share of the annuity was $146,250. the date of death value of my portion was $239,6… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
6,636 satisfied customers
Thanks assistance you can provide. I am retired and
Thanks for any assistance you can provide. I am retired and have no salary or wages. I am a citizen of both the USA and the UK. I have lived in England for the past 25 years, filing USA tax returns ea… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
My wife and brother-in-law are jt annuitiants and jt owners
My wife and brother-in-law are jt annuitiants and jt owners of a life annuity. My brother-in-law recieves by direct deposit all of the income but the 1099 is issued in my wifes SS#. He there a way I c… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,814 satisfied customers
Situation: Dad died. He had a qualified retirement annuity
Situation: Dad died. He had a qualified retirement annuity (tax-deferred money/pre-tax annuity) greater than $600. No beneficiary was designated so money is passing-through Estate as income. No tax wa… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,814 satisfied customers
I am preparing the 1041 schedule K-1 for a revocable grantor-type
I am preparing the 1041 schedule K-1 for a revocable grantor-type trust in which my sister and I are co-trustees. My mother was the grantor of the trust and passed away in 2012. She had several non-qu… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,814 satisfied customers
I am a US citizen, age 64, who has recently relocated back
I am a US citizen, age 64, who has recently relocated back to the USA because my German citizen husband died suddenly. We had been married for 24 years, 4 children, and lived in Germany for the past 1… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
received 1099-r as death beneficiary for 403b. Had lump sum
received 1099-r as death beneficiary for 403b. Had lump sum distribution and tax was withheld. the distribution was put into an annuity. How should all this be reported on 1040. I know I need to put t… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,814 satisfied customers
While preparing my S Corp taxes I believe I found an error
While preparing my S Corp taxes I believe I found an error in my 2010 taxes. On my 1120S I did not deduct $28,500 of contributions for my company's 401k on line 17. This overstated my Ordinary Busines… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,814 satisfied customers
Hello My father died in 2011. I received a check in 2011
Hello My father died in 2011. I received a check in 2011 for his final pay and that check included Sick Leave and Annual Leave. It was made out to me. When I got his W2's I contacted the employer and … read more
winktax
winktax
Enrolled Agent
Master's Degree
425 satisfied customers
My Dad passed away last year. My brother and I are the trustees
My Dad passed away last year. My brother and I are the trustees of the trust that received 111K (1099 says 48 taxable). We opened an account last April, the money was sent into the trust account. We t… read more
winktax
winktax
Enrolled Agent
Master's Degree
425 satisfied customers
Greetings Last year I turned 59-1/2 and annuitized one of
Greetings: Last year I turned 59-1/2 and annuitized one of my IRA's to pay me approx. $3,000 (pre-tax) per month for the next five years. I am a one man S-corp consulting business and have been deposi… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
6,636 satisfied customers
My mother died. I was a designated beneficiary of a bank account,
My mother died. I was a designated beneficiary of a bank account, an annuity, a savings account in a credit union, and a life insurance policy. There was also a C.D. in my name, and I am a co-owner of… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I amended my tax because my grandson claimed his self as an
I amended my tax because my grandson claimed his self as an exemption and I also claimed him as an exemption. Irs sent me form 8880 to fill out and the earned income to sheet to fill out. I do belong … read more
Anne
Anne
Master Tax Preparer
2,361 satisfied customers
what type of losts are you refering to on line 27 of ...
what type of losts are you refering to on line 27 of form 1040, where it says certain unrecovered investments in a penion?. do losts in a 401k qualify for this deduction?.… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,197 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x