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I have a client that is permanently disabled. He is 52 years
I have a client that is permanently disabled. He is 52 years old. He took out money from his IRA accounts where box 7 is marked with a 1 indicating penalty. Do I still show box 7 with a 1 and fill out… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
When I retired from the Commonwealth of Pa. I took my
When I retired from the Commonwealth of Pa. I took my contributions from my pension and rolled them into my Roth Account. The Commonwealth sent me two 1099R's. On for a reduced amount (minus the Feder… read more
Barbara
Barbara
Enrolled Agent, Paralegal
14,994 satisfied customers
I got a form 1042-S by mistake. I'm a U.S. citizen living
Hello, I got a form 1042-S by mistake. I'm a U.S. citizen living abroad. I called Fidelity and they said they can't issue form 1099-MISC because they missed the deadline to issue a form (that was Dece… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I retired this year and have a pension and 401k that I
I retired this year and have a pension and 401k that I rolled over to an IRA, I got 1099R forms for both and entered them in the tax as expenses then entered in the IRA column the amount I rolled over… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
I am a retired teacher in mo. The turbo tax software will not
I am a retired teacher in mo. The turbo tax software will not let me inter the income info from my form 1099-r. In theyour percentage of total distribution box. It should be 000 but it will not let me… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
I WAS MADE PERSONAL REPRESENTATIVE OF AN ESTATE. THE
I WAS MADE PERSONAL REPRESENTATIVE OF AN ESTATE. THE ATTORNEY TOLD ME THE MONEY I WOULD RECEIVE WAS A GIFT AND NOT TAXABLE. THEN I GOT 1099 R FOR THE AMOUNTS THAT EVERYONE RECEIVED. HOW DO I FILE THIS… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I made an early withdrawal from an IRA in 2012 and I did not
I made an early withdrawal from an IRA in 2012 and I did not included this in my local earned income tax calculation. I paid the federal and state, but was under the impression that for the local tax,… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
If I had 1099 employee and paid him $20,000 total for
If I had 1099 employee and paid him $20,000 total for calendar year. How would I file 1099 form for him. He dad no taxes withhold. so what numbers would go in: Box 1 Gross Distribution Box 10 State Ta… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I just finished my taxes on taxact.com and it shows i owe $7500
I just finished my taxes on taxact.com and it shows i owe $7500 for federal. I think i am entering a roth distribution wrong. It shows up as taxable income. The roth was converted from a 401k back in … read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
A CLIENT RECEIVED A 1099R. SHE WAS VESTED IN THE GE PENSION
A CLIENT RECEIVED A 1099R. SHE WAS VESTED IN THE GE PENSION PLAN. SHE WAS VESTED IN HER EMPLOYEE CONTRIBUTIONS WHICH SHE CHOSE NOT TO WITHDRAW SINCE SHE LEFT THE COMPANY BACK IN 2011. SHE RECEIVED A L… read more
Jesse Handel
Jesse Handel
Tax Preparer and Chemist
Bachelor's Degree
400 satisfied customers
I receive a very small pension, which was reported to me on
I receive a very small pension, which was reported to me on a 1099-R. The person in the retirement office told me to enter the data from the 1099-r as a w-2. Should I follow this advice, or enter it a… read more
winktax
winktax
Enrolled Agent
Master's Degree
346 satisfied customers
I had early distribution ($10,000) of a roth IRA last year.
I had early distribution ($10,000) of a roth IRA last year. For PA-40 (pa state indiviudal tax return), tax program shows gross distribution, basis, PA taxable. In my case, would you let me know what … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
My mother past away in 2011...She was an employee of the Federal
My mother past away in 2011...She was an employee of the Federal Govt, until she retired in 1999...She also received a pension/annunity from my father who was a US Probation Officer until he died in 1… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
12,070 satisfied customers
I recieve two pensions from my retirement, one is a regular
I recieve two pensions from my retirement, one is a regular pension - taxed as it should be. the second is a called a private pension fund. It is funded solely by private donations from citizens. Thes… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I closed out my 401k from my previous employer and used the
I closed out my 401k from my previous employer and used the money to pay bills. I got a 1099-R from this, I included it on my federal tax return, but do I need to include this on my state and local ta… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
i am 72 years old and think that i should not have to pay taxes,as
i am 72 years old and think that i should not have to pay taxes,as told to me by someone . but everytime that i try to do my taxes that i have to file on tax-act they are saying that i owe 500 plus in… read more
Arthur Rubin
Arthur Rubin
Doctoral Degree
2,158 satisfied customers
My husband passed away 10/09/09. I am now getting a pension
My husband passed away 10/09/09. I am now getting a pension of $1200.00 per month and also got $26,000.00 from his annuity. Do I have to pay Pennsylvania or federal taxes on this money?… read more
RD
RD
Self Employed
Master's Degree
5,572 satisfied customers
I am 58 years old, and live in pa.i receive a company ...
I am 58 years old, and live in pa. i receive a company pension, because i met the age and years of service qualification for early retirment This is a fully paid company pension, My question is must i… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
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