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My step brothers and I are awarded the annuities of my
My step brothers and I are awarded the annuities of my mother who dies in September 2018. One company said I would receive a 1099-R form for taxable amounts. Will we owe taxes before we can do a distr… read more
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Lev
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Question about death benefits from an Annuity IRA being
Question about death benefits from an Annuity IRA being taxable to the surviving spouse. The surviving spouse received a 1099-R for the total balance that was in the annuity. The surviving spouse tran… read more
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My father had to take a mandatory withdrawal from his
My father had to take a mandatory withdrawal from his traditional IRA in 2015, 2016. He withdrew in 2017. Can the IRS tax him and the IRA and social security income? The 1099 c given to him by Fidelit… read more
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I have a married couple who are retired. The wife receives a
I have a married couple who are retired. The wife receives a pension from NYS teachers retirement for $47,000 and an annuity from her 403B for 8,600. The husband works for a bank and received a $25,00… read more
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Does a 1099-R form mean that was a qualified account and I
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My dad is 89. SS and retirement total over 44,000. there
my dad is 89. SS and retirement total over 44,000. there is 14a SS benefit amount and 14b taxable amount. same with 12a for pensions and annuities and 12b taxable amount. How do I figure out the TAXAB… read more
Lev
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My mom is a railroad retiree. I'm attempting to do her taxes
My mom is a railroad retiree. I'm attempting to do her taxes for the first time. Her railroad retirement has two Forms sent by RRB first is RRB-1099 and second is RRB-1099-R. Using H&R block and not f… read more
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I have a question regarding the State of Ohio tax form. Each
I have a question regarding the State of Ohio tax form. Each year I take mandatory distributions from an inherited IRA. Is this distribution taxable in the State of Ohio? Last year when I had my taxes… read more
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As a doctor my husband contributed to a Keogh. After he
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I am a caregiver to my ex husband past 4 years. i am
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I have a friend whose father died in mid-2011. He is one of
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if you retire at age 43 and get a retirement pension with cade
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I have a variable annuity started in 2003 which I would like
I have a variable annuity started in 2003 which I would like to withdraw everything (principal and income). The 7-yr. period ended in 2010 and I was told there will be no penalty for the distribution,… read more
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I am doing my mothers income tax. I have received a tabulation
I am doing my mother's income tax. I have received a tabulation of her income from the IRS. One section lists "Pensions & Annuities" ($15,952). Another section (1099-R) lists "Gross Distribution" ($14… read more
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My sister and I each got about 7000 from an account my ...
My sister and I each got about 7000 from an account my father had when he passed away. We both gave our brother around 2300, so all three of us ended up with an equal amount. Both her and I will recei… read more
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