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I'm the executor for my Mom who passed 4/11/19. I'm
I'm the executor for my Mom who passed 4/11/19. I'm currently working on filing her taxes for 2018 (she had an extension. … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,905 satisfied customers
At age 61, I took a $20,000 lump sum distribution from my
At age 61, I took a $20,000 lump sum distribution from my 401K and received a check for $16,000. My 1099R shows gross and taxable amounts as $20,000 and Federal Income tax withheld as $4,000 (10%) wit… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,894 satisfied customers
WHERE DO i PAY THE TAX WITHHELD IN THE 1099R FORM THAT i
WHERE DO i PAY THE TAX WITHHELD IN THE 1099R FORM THAT i EFILED? … read more
Barbara
Barbara
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On copy on form 1099R it states report this income on your
On copy B on form 1099R it states report this income on your federal tax return. If this form shows federal income tax withheld in box 4 attach this copy to your return. I prepared my tax return on Tu… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,905 satisfied customers
I'm doing an amended return due to some 1099-R's being a bit
I'm doing an amended return due to some 1099-R's being a bit late. One of them it clearly says $77.35 state tax withheld, and $58.31 in state distribution. The HR Block site is giving me an error sayi… read more
emc011075
emc011075
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Bachelor's Degree
4,282 satisfied customers
Incorrect 1099R. I moved from MO to TN in 2017. Didn't
I moved from MO to TN in 2017. Didn't update IRA address until 2018. 1099R shows MO state distribution… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,905 satisfied customers
My client retired in 7/2018 and withdrew 28K from her
My client retired in 7/2018 and withdrew 28K from her retirement in 8/2018 will there be taxes due? … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,905 satisfied customers
My gross distribution on my 1099R is 15000 and 3000 was
My gross distribution on my 1099R is 15000 and 3000 was withheld for federal taxes. What do I list on my 1040A? Do I list the 15000 or 12000? I don't want to get taxed a second time. … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,894 satisfied customers
I just realized that I double-entered a 1099R on my 2016
I just realized that I double-entered a 1099R on my 2016 Federal and State tax returns. So, the income and withheld tax amounts are incorrect. Do I have to amend both returns or will the IRS catch it?… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
My total TSP account was emptied by an identity theft and I
My total TSP account was emptied by an identity theft and I need to know how to report the transaction. TSP sent a 1099R showing a total withdrawal and reported the withholding to the IRS. Since I did… read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
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I GOT A 1099R DISTRIBUTION OF MY LATE HUSBAND'S DEATH
I GOT A 1099R FOR A DISTRIBUTION OF MY LATE HUSBAND'S DEATH BENEFITS. HOWEVER THIS 1099 HAS THE RECIPIENT'S NUMBER THAT BELONGS TO AN ESTATE UNDER MY LATE HUSBAND'S NAME. THE ONLY REASON AN ESTATE WAS… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,905 satisfied customers
concerning Form 1099R I took 42,000 from 401K at retirement.
concerning Form 1099R I took 42,000 from 401K at retirement. I paid 8400 in federal tax. On the Tax form 1040 line 16a I filled in $42,000. Should I fill in line 16b too with $42,000? The federal tax … read more
winktax
winktax
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Master's Degree
425 satisfied customers
OK I AM LOOKING TO A 1099 R FROM A PENSION TRUST FUND BOX
OK I AM LOOKING TO A 1099 R FROM A PENSION TRUST FUND BOX 1 SAIDS 11,441.95 BOX 2 THERE IS NOTHING WRITEN BOX 2B SAYS TAXABLE AMOUNT NOT DETERMINE IS (CHECKED) TOTAL DISTRIBUTION (CHECKED) BOX 4 FEDER… read more
Jax Tax
Jax Tax
Senior Tax Attorney
Master's Degree
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What I have to pay both federal and state for 2009 is huge
What I have to pay both federal and state for 2009 is huge compared to my usual return I did the taxes first time for me using turbo tax. My wife passed away feb. 2010. She always used turbo tax. My w… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
My husband of 62 years of age, withdrew funds from his annuity
My husband of 62 years of age, withdrew funds from his annuity account, for a downpayment to purchase our home. The Annuity company withheld 20+ percent (Federal tax) due to the withdrawal amount. But… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
Hello, Im a spanish citizen who lived and worked as a postdoctoral
Hello, I'm a spanish citizen who lived and worked as a postdoctoral researcher in the US (California) in 2007. I returned to my home country in October 2007 and stopped receiving wages from the US at … read more
Merlo
Merlo
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Im 57 years old. I am getting a 1099R for cashing in a pension
I'm 57 years old. I am getting a 1099R for cashing in a pension plan and profit sharing plan. I did not contribute to either of these plans. Federal W/H taxes were taken out on both of these. What lin… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
I draw a tax free disibality from the City of Memphis when ...
I draw a tax free disibality from the City of Memphis when I filed my 1040 form this year the IRS sent me a letter stating i owed them $2084.00 in income tax. I was wondering what paper work i needed … read more
RD
RD
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Master's Degree
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