Tax

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

Related Tax Questions
I need the IRS documentation for a meeting with the IRS to
I need the IRS documentation for a meeting with the IRS to show that my reinvested capital gains don't require an 8949 as I didn't "sell" any of the mutual fund shares. They were reinvested and my 109… read more
NelsonProTax
NelsonProTax
Remote Tax Support Expert
Master's Degree
543 satisfied customers
I have a Roth IRA and under my total income it shows capital
I have a Roth IRA and under my total income it shows capital gain of $-112 and $2,556 of ordinary dividends. Since my dividends were not paid out to me, but were rolled back into the Roth, why is it a… read more
Carter McBride
Carter McBride
LLM
3,309 satisfied customers
I have a quick tax question: I have a mutual fund that
I have a quick tax question: I have a mutual fund that apparently paid dividends which in turn were reinvested into my account. That is what I can gather from the website. I did not sell any stock. My… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,894 satisfied customers
I am helping my son with his taxes and his 1099-DIV shows an
I am helping my son with his taxes and his 1099-DIV shows an amount in column 2a (Total Capital Gains Distribution), but I cannot find where the amount is coming from anywhere on the form. I also revi… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
7,262 satisfied customers
I switched all my investment accounts mid-year from American
I switched all my investment accounts mid-year from American Funds to Charles Schwab --- IRA rollover, Roth, and individual investment accts. I have a 1099 from Schwab but nothing from American Funds.… 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 ENTER SHORT-TERM CAPITAL GAIN FROM 1099-DIV?
WHERE DO I ENTER SHORT-TERM CAPITAL GAIN FROM 1099-DIV? 1099-DIV SAYS THE AMOUNT IS INCLUDED IN BOX 1A BUT NOT BOX 2A. DO I NEED TO INLCUDE THIS ANYWHERE?… read more
Gerald, Esq
Gerald, Esq
Juris Doctor
404 satisfied customers
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
Tax Advisor
Bachelor's Degree Equivalent
40,941 satisfied customers
I HAVE A 1099-DIV ON THE STATEMENT UNDER 1.A THERE ARE TWO
I HAVE A 1099-DIV ON THE STATEMENT UNDER 1.A THERE ARE TWO AMOUNTS WITH TWO DIFFERENT HEADINGS. FUND: AND FUND: STRATEGIC ALLOC AGGRESSIVE . THERE ARE ALSO AMOUNTS LISTED ON 2.A WITH THE SAME HEADINGS… read more
CFEPro789
CFEPro789
Fraud Analyst
Master's Degree
369 satisfied customers
I have some investments with American Funds (The Growth Fund
I have some investments with American Funds (The Growth Fund of America-A, American Balanced Fund-A, Europacific Growth Fund-A, Capital World Growth and Income Fund-A). The 1099-DIV form that I receiv… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,941 satisfied customers
Advanced Exam - Scenario 3: Gabriella Lafayette - Question
Advanced Exam - Scenario 3: Gabriella Lafayette - Question 2 of 3. Advanced Exam - Scenario 3: Gabriella Lafayette - Question 2 of 3. Interview Notes • On January 3, 2011, Gabriella purchased 2,500 sh… read more
winktax
winktax
Enrolled Agent
Master's Degree
425 satisfied customers
Hello, I cashed out and rolled over an entire employer 401K
Hello, I cashed out and rolled over an entire employer 401K distribution from Fidelity in 2011. Fidelity's 2011 tax statement (forms 1099-DIV, 1099-INT, 1099-MISC, and 1099-B Summary of proceeds) show… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
2,693 satisfied customers
About 8 years ago my wife invested $75,000 with a brokerage
About 8 years ago my wife invested $75,000 with a brokerage firm who used it to buy a Hartford annuity. They characterized it as "like a 401k" We never madeany additional investment or took anything o… read more
Chad Oberg
Chad Oberg
Director
Bachelor's Degree
174 satisfied customers
reside in Texas, invested in Ca company and received capital
reside in Texas, invested in Ca company and received capital gains from the investment. do we pay tax to CA state?… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,941 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
Tax Advisor
Bachelor's Degree Equivalent
40,941 satisfied customers
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
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
Hi, Mom passed away in October 2006. I immediately ...
Hi, Mom passed away in October 2006. I immediately converted her Northwestern Mutual Investement into a money market account before the end of the year. Now the IRS is after me. What tax do I owe on s… read more
Marvin,EA
Marvin,EA
Enrolled Agent
Bachelor's Degree
1,663 satisfied customers
Vodafone had a 7 shares for 8 share split in 2006.
Vodafone had a 7 shares for 8 share split in 2006. They declared a special dividend of $2.83 a share on the pre split shares. My 1099 reports this as a capital gain. How do I report it.… read more
RD
RD
Self Employed
Master's Degree
1,129 satisfied customers
how to report capital loss resulted from selling mutual fund shares
I have recalculated the capital loss resulted from selling my mutual fund shares. But the number is XXXXX from the financial firm reported in the 1099-DIV since they didn't count the dividends were re… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,941 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:

Robin D.

Robin D.

Senior Accountant

17,620 satisfied customers

15 years as a Senior Accountant and Divisional Leader at H&R Block

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.

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