Tax

Have a tax question? Ask a tax Expert

Connect one-on-one with {0} who will answer your question

Related Tax Questions
In 2017 I consolidated my retirement accounts to one
In 2017 I consolidated my retirement accounts to one retirement plan. 2 accounts were direct transfers to the new financial institution. I never received a 1099-R for either. do I need to report this … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
After retirement as of 12/31/16, I rolled over my 401k to a
After retirement as of 12/31/16, I rolled over my 401k to a retirement account IRA, and took the required minimum distribution. I now have a 1099-R for the entire amount in the 401k, as well as the di… read more
Tax.appeal.168
Tax.appeal.168
Principal
6,552 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
10,625 satisfied customers
I have a client where a participant defaulted on a 401(k)
I have a client where a participant defaulted on a 401(k) loan more than six years ago but never issued a Form 1099-R and never reported the loan default on a Form 5500. Instead, the company continued… read more
taxmanrog
taxmanrog
Master's Degree
1,799 satisfied customers
My first w-2 with rrt info and I not sure where on my tax
My first w-2 with rrt info and I not sure where on my tax form I to report RRT1 5635.14, RRT2, 4321, RRTM 1317.89 … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,610 satisfied customers
I have an S-Corp with a solo 401(k). I'm (an employee)
I have an S-Corp with a solo 401(k). I'm (an employee) considering doing a distribution (not loan) from the 401k. I understand the S-Corp is required to withhold 20% federal withholding tax for this d… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,610 satisfied customers
Because taxes are due tomorrow here in MA LOL. I am
ok please because taxes are due tomorrow here in MA LOL … read more
Brian Michels
Brian Michels
Partner, CPA
Bachelors of Business Administration
199 satisfied customers
Prior to April 15, 2015, our bankers advised us to simply "redesignate"
Prior to April 15, 2015, our bankers advised us to simply "redesignate" our 2014 Roth IRA contributions in excess of earned income as 2015 Roth IRA contributions to avoid the 6% penalty on earnings. W… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,610 satisfied customers
I have a question about some 1099 forms we received for
Hi I have a question about some 1099 forms we received for a non-qualified annuity. I don't know how just answer works. How much will it cost for you to answer my question?… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
2,693 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
425 satisfied customers
Employer Paid my Health and welfare benefit to a 401k. I took
Employer Paid my Health and welfare benefit to a 401k. I took spouses health plan instead. The employer paid out the plan because of employment termination. Does this 401k money count as a health fund… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,884 satisfied customers
I cannot get an answer to this seemingly simple question anywhere....I
I cannot get an answer to this seemingly simple question anywhere....I took a partial distribution from my 457b fund...I am a former government worker, age 63, retired....i need to report it as fully … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,884 satisfied customers
I HAVE AN EMPLOYEE THAT WORKED FOR ME 30+YEARS. WOULD LIKE
I HAVE AN EMPLOYEE THAT WORKED FOR ME 30+YEARS. WOULD LIKE TO TAKE CARE OF HIM BY GIVING HIM A $1,200/month "RETIREMENT". CAN I TAKE THIS DEDUCTION AND GIVE MY RETIRED EMPLOYEE A FORM 1099-R?… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
Background Wife paid divorce settlement with funds from her
Background: Wife paid divorce settlement with funds from her retirement account. Monies were transferred from her account to one setup in her husband's name, and he received the money in ten yearly in… read more
Bill
Bill
Master's Degree
3,157 satisfied customers
I think I have made a mistake - my husband receives governmental
I think I have made a mistake - my husband receives governmental pension from local law enforcement - should that have been claimed as part of our adjusted gross income?… read more
Mark D
Mark D
Enrolled Agent
Master's Degree
1,338 satisfied customers
My wife is 62 and retired. She collects social security. She
My wife is 62 and retired. She collects social security. She has also tapped into her IRA, annuity and retirement funds. The amounts vary from $1100, $1650 to about $3500. She also had a part time job… read more
MequonCPA
MequonCPA
CPA Firm Owner
Master's Degree
2,290 satisfied customers
My wife left a private company that provided her with a ESOP.
My wife left a private company that provided her with a ESOP. We took a lump sum distribution when she left in 2008. We received a 1099-B and a 1099-R form. Do we report both of them on our taxes (sin… read more
Bill
Bill
Master's Degree
3,157 satisfied customers
We are retired, some of our retirement income is reported ...
We are retired, some of our retirement income is reported on W-2's and some on 1099-R. Are we required to attach a copy of both to our state tax return?… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 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

4,937 satisfied customers

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

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

261 satisfied customers

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

Robin D.

Robin D.

Senior Tax Advisor 4

17,888 satisfied customers

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

Megan C

Megan C

Certified Public Accountant (CPA)

8,659 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