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I got an IRS notice that I did not report 1099-R in my 2017
I got an IRS notice that I did not report 1099-R in my 2017 Federal Tax Return. Upon examination, I have the 1099R reported on line 15a of 1040 but on line 15b, it has put zero. I am puzzled about why… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,903 satisfied customers
Question about 1099. It is a 1099 R code G ..but when I got
it is a 1099 R code G ..but when I got check I just cashed it in my checking and did not roll to another IRA or Roth ..how do I file /correct the 1099 R … read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
1,052 satisfied customers
My mother passed away last year and she was a county
Hello, my mother passed away last year and she was a county employee with county pension plan. I was a beneficiary to that account & the amount of was $2,500 but when I rec … read more
Tax.appeal.168
Tax.appeal.168
Principal
6,603 satisfied customers
I have 4 1099r required payouts from my account. I used
I have 4 1099r required payouts from my account. I used turbo tax last year and had no problems entering the info. This year I have 1099r rollover form. Where do I enter the information on the tax for… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
7,262 satisfied customers
I'm trying to find how to amend my 2016 tax return for
I'm trying to find how to amend my 2016 tax return for earnings from a distribution of an excess contribution. The corrective distribution was completed before 2016 due date. The 1099-R reporting the … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,903 satisfied customers
Pretty simple I have to do a RMD in retirement accounts. I
pretty simple I have to do a RMD in retirement accounts. I had two to do last year, After withdrawing the proper tax guess for both accounts I rolled a Keogh profit sharing retirement account into my … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,823 satisfied customers
I had a Roth IRA CD in one bank and when it matured I
Hi, I had a Roth IRA CD in one bank and when it matured I received a check and put the whole amount into another Roth IRA CD within 30 days. My 1099-R shows a code Q in box 7. It appears that the amou… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,823 satisfied customers
How can I get a copy of my income tax statement? Is it the
How can I get a copy of my income tax statement? JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best. Customer: Is it the 1099 that I need for tax purpose… read more
taxmanrog
taxmanrog
Master's Degree
1,808 satisfied customers
Can I file 2015 tax return now? I know that I can still
Can I file 2015 tax return now? I know that I can still paper file 2015 tax return now. However I am wondering if it's possible to eFile it. I found following info in taxact website:"The IRS allows el… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,341 satisfied customers
EMC011075 Tax Adviser Only Do I attach 1099 Misc form 1. When
EMC011075 Tax Adviser Only Do I attach 1099 Misc form 1. When filing California State taxes Form 540, do you have to attach Form 1099 Misc if there was Federal withholding but no State Withholding. 2.… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,823 satisfied customers
I am a retired teacher in mo. The turbo tax software will not
I am a retired teacher in mo. The turbo tax software will not let me inter the income info from my form 1099-r. In theyour percentage of total distribution box. It should be 000 but it will not let me… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,903 satisfied customers
Lane, Next question 1099R is UK pension, when I look at the
Hi Lane, Next question 1099R is for my UK pension, when I look at the form on line there's a complicated spiel about "form A doesn't scan and I need a hard copy of A for the IRS" what's that all about… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
16,823 satisfied customers
, I am Mike. Last year I did a direct rollover from my previous
Hi, I am Mike. Last year I did a direct rollover from my previous employer into an ira plan. I received a form 1099 R showing a gross distribution for the entire amount, zero taxable amount on line 2a… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
My wife and I both had taxable 1099_R income in 2010. Many
My wife and I both had taxable 1099_R income in 2010. Many of these same 1099_R's are not taxed in 2011. Why? They show up in the 2011 income summary by not in the two year comparison. Alan… read more
Phillip B, EA
Phillip B, EA
Tax Advisor
Bachelor's Degree
570 satisfied customers
I closed out two Mutual Funds, received a form 1099-R and didnt
I closed out two Mutual Funds, received a form 1099-R and didn't have federal taxes taken out but did have state taxes taken out. I know I don't have to claim it on my federal form because I was over … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,903 satisfied customers
I am a retired USDA employee. The Office of Personell Management
I am a retired USDA employee. The Office of Personell Management Retirement Operations has sent me my 1099R that shows "none" in item 4 (Federal Income tax withheld) and UNKNOWN in item2a (Taxable amo… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,903 satisfied customers
I just got retired last year. I am 61 yr old. why if my gross
I just got retired last year. I am 61 yr old. why if my gross distribution in form 1099R in line1 is $6,163 and my federal tax withheld is $1,233 and I have 3 dependents, my first and second son are 1… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
i rolled 38K from my rollover IRA into a 401K. The check ...
i rolled 38K from my rollover IRA into a 401K. The check was made out to the 401K and sent to me. Tax was not withheld. I sent the money in well on time to the 401K. The 1099R from the IRA says the 38… read more
Jon Andrews
Jon Andrews
CPA
3,038 satisfied customers
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