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Second opinion] retirement rollover was put into an annuity
Second opinion] retirement rollover was put into an annuity held in an IRA. what are tax consequences for full distribution after age 59 1/2? … read more
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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
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I made SEP Excess Contribution and quickly withdrew it. Equitable said I need to send a letter stating as such. The 1099-R Box 2b is marked Taxable amount not determined. Box 7 code is 7. I asked for … read more
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I have a client that her husband passed away in 2016.. in
I have a client that her husband passed away in 2016.. in 2017 she received a 1099-R from Midland National Life Insurance Co. Box 1 Gross Distribution is 123,701.73, Box 2 the taxable amount is .00--B… read more
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I had a Roth IRA CD in one bank and when it matured I
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Lane
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I am completing a Form 1099-R. There is no taxable amount
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Tax.appeal.168
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If I had 1099 employee and paid him $20,000 total for
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Robin D.
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I and my spouse are over the age of 70.5 yrs old. I received
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Dear Tax Professional, Any exceptions that could avoid 10%
Dear Tax Professional, Any exceptions that could avoid 10% penalty for 401K early withdrawal? Please advice, thanks!… read more
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I am 60 yrs old (as of July 1, 2011), I cashed in an old 401k
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Lev
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I have a 1099-R, box 1 12097, box 7 code 1, box 2b is checked
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Intuit The IRS is questioning my 2008 Return, as follows Retirement
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this is a follow question that I didnt post with my oringinal
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I and several coworkers sold our shares of stock through our
I and several coworkers sold our shares of stock through our Employee Stock Bonus plan. We all received 1099-R's from the Principal Financial Group, but most of them have the total amount taken in box… read more
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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
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The office of personnel management retirement services program
The office of personnel management retirement services program in 2006 over paid me for my first year of disability retirement. In 2007 they started to deduct from gross annuity paid and inform me tha… read more
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