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Robin - some more questions about Schedule D Form 1040. How
Hi Robin - some more questions about Schedule D Form 1040. How do I know if I'm required to complete a 28% rate gain worksheet?… read more
Barbara
Barbara
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I'm filling out my 1040 and am stuck on #44 -- how to
Hi. I'm filling out my 1040 and am stuck on #44 -- how to calculate my tax. Either the tax table (I earned less that $100K) or the qualified dividends and capital gain tax worksheet, which tells me --… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
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In my 1099-DIV form of a mutual fund there is in box 2b the
In my 1099-DIV form of a mutual fund there is in box 2b the amount 75 %. How do I report this to the IRS … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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I need to pay taxes on shares of a mutual fund that I sold
I need to pay taxes on shares of a mutual fund that I sold last year. They were bought 27 years ago when I was living in Germany and for about 10 years jointly owned by my father and me. Dividends wer… read more
Lev
Lev
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Bachelor's Degree Equivalent
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ON MY 1040 US FEDERAL TAX RETURN LINE 9A REGARDING INCOME OF
ON MY 1040 US FEDERAL TAX RETURN LINE 9A REGARDING INCOME OF DIVIDENDS IT STATES ORDINARY INCOME. ATTACH SCHEDULE B IF REQUIRED. AND ON LINE 9b IT STATES : QUALIFIED DIVIDENDS. QUESTION, WHAT IS THE D… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I understand I fill in line 9a and 9b with ordinary and
I understand I fill in line 9a and 9b with ordinary and qualified dividends -then complete the line 44 cap gain/qualified worksheet which results (for me) in a lower tax than what would be read as inc… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
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I REQUESTED A TAX ANSWER 1/25/16 AND ROBIN D. GAVE ME AN
i REQUESTED A TAX ANSWER 1/25/16 AND ROBIN D. GAVE ME AN ANSWER WITH WHICH I WAS HAPPY WITH-- BUT MY PROBLEM NOW IS i DON'T KNOW WHERE TO ENTER THE RESULTANT FIGURE ON MY 1040 .??? PLEASE COULD YOU TE… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I trying to do my 2014 tax return... I have $18K in capital
I trying to do my 2014 tax return... I have $18K in capital gains distributions. Per the 1040 instructions, I should complete Schedule D. I included the capital distribution amount on Line 13. Im not … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
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Can you please help. My father passed away November 13,
Can you please help. My father passed away November 13, 2013. At the time he had 500 shares of stock in a company. Nobody in the family knew about this. His wife (my mom) is still living. We find out … read more
PDtax
PDtax
Owner
Master's Degree
9,540 satisfied customers
My wife and I are retired. Besides social security we received
My wife and I are retired. Besides social security we received $7500 in long term capital gains and $38,000 in capital gain distributions from our mutual fund. Filling out schedule D and form 8949 the… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
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Hello On my 1099 div i had capital gain distributions and
Hello On my 1099 div i had capital gain distributions and it shows .63 cents under 2d. I want to know if I need to fill out the 28 percent worksheet because I did not sell any collectibles at all and … read more
Tax.appeal.168
Tax.appeal.168
Principal
8,688 satisfied customers
I have a form 1099-DIV for 2010 Dividends and Distributions.
I have a form 1099-DIV for 2010 Dividends and Distributions. It has $326.64 on line 1a Total Ordinary Dividends and the same amount on line 1b Qualified Dividends. I am having difficulty figuring out … read more
Lev
Lev
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Bachelor's Degree Equivalent
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My grand mother started some mutual funds for my son when he
My grand mother started some mutual funds for my son when he was born. he is now 21 and a full time student. We used money from the funds last year for tuition and scholl expenses (books,etc)does he p… read more
Jacy
Jacy
Bachelor's Degree
434 satisfied customers
Can that amount of Form 1099-DIV line 1a which constitutes
Can that amount of Form 1099-DIV line 1a which constitutes "short-term capital gain distributions" be used on Schedule D and off-setted by realized short-term capital losses? If so, how reported? If n… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I have no short term capital gains nor losses nor any long
I have no short term capital gains nor losses nor any long term loss carryovers. I have $7,247 long term capital losses and no long term capital gains. I am having difficulty with turbotax so I have h… read more
Ed Johnson
Ed Johnson
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How do I complete schedule B and page 1 of form 1040
Sally is single and had the following dividends and interest during the current year: A corporation bond interest $700; City of Boston bonds interest $1000; Camp Bank interest $1250; J Corporation div… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I have stock investments but have not sold any of them yet.
I have stock investments but have not sold any of them yet. For the 2006 year I received 5.00 in dividends from my stock investments. I want to know if I have to fill out a schedule D with my 1040 for… read more
Ed Johnson
Ed Johnson
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Bachelor's Degree
6,994 satisfied customers
Do you enter the same amount in line 13 of the 1040 that ...
Do you enter the same amount in line 13 of the 1040 that you enter in line 13 of schedule D or do you leave line 13 of the 1040 blank if you are filing schedule D?… read more
Wayne Brasch
Wayne Brasch
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