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TAXES: Taxpayer received a 1099-R for an Insurance payment
TAXES: Taxpayer received a 1099-R for an Insurance payment (reported on 1040), but rolled the money over to a Roth IRA. The 1099-R states the money is taxable. However, if the taxpayer rolled it over,… read more
Barbara
Barbara
Enrolled Agent, Paralegal
11,963 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
Tax Accountant
7,673 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
11,963 satisfied customers
I have a friend named who just left Publix supermarket in
I have a friend named Brian who just left Publix supermarket in Florida at the age of 39. He worked there for 19 years and the company purchased stock for the employees over the years. He left Publix … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,573 satisfied customers
i have a client that has a code 3 on her 1099-R and her box
i have a client that has a code 3 on her 1099-R and her box 2a says unknown how to fix that… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,818 satisfied customers
I have a 1099-r, RMD ROTH distribution inherited ROTH
I have a 1099-r, RMD ROTH distribution for an inherited ROTH IRA. It was held by my mom over 5 years. Box 2A, Taxable amt not determined and box 7 Distribution code = "T". Turbo Tax want to tax it but… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
17,772 satisfied customers
If I had 1099 employee and paid him $20,000 total for
If I had 1099 employee and paid him $20,000 total for calendar year. How would I file 1099 form for him. He dad no taxes withhold. so what numbers would go in: Box 1 Gross Distribution Box 10 State Ta… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,818 satisfied customers
I and my spouse are over the age of 70.5 yrs old. I received
I and my spouse are over the age of 70.5 yrs old. I received a 1099-R with a Distribution Code 1D. This 1099-R is under a family trust using the taxpayer's social security number. Do I qualify for an … read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
2,693 satisfied customers
I receive a distribution every year on form 1099-R from my
I receive a distribution every year on form 1099-R from my deceased husbands police pension of a little over 19,000. I have only social security income of 9,600 and one other IRA distribution of 5,700… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,665 satisfied customers
I live ohio and receive a disability pension from the Ohio
I live ohio and receive a disability pension from the Ohio Police and Fire Pension Fund for injuries received on duty as an officer. Do I need to claim the monies as income earned on my federal and st… read more
Tax.appeal.168
Tax.appeal.168
Tax Accountant
7,673 satisfied customers
if you retire at age 43 and get a retirement pension with cade
if you retire at age 43 and get a retirement pension with cade 2 in nyc- (exceptions appl to ages under 591/2) -do you still get to report pension as a subtraction on his state return for nyc. Also is… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,172 satisfied customers
An ex unemployed police officer receives a disablilty pension
An ex unemployed police officer receives a disablilty pension from his city police department, he is age 56 and received a 1099R with $41,000 in box 1 "Gross Income", nothing in box 2,"Taxable Income"… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,172 satisfied customers
I am a retired police office that was totally disabled. I recieve
I am a retired police office that was totally disabled. I recieve money from a privately purchased disability policy (34,000) and a dsitribution of 11,000 from my Policemen's Annuity and Benefit Fund.… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,818 satisfied customers
1099-R with distribution code 3. Can I get an earned income credit?
If someone receives a 1099-R with a distribution code 3, can they qualify for earned income credit? The person receives his pension because he became disabled.… read more
JKCPA
JKCPA
Certified Public Accountant (CPA)
Bachelor's Degree
1,796 satisfied customers
My wife passed away in Sept. 2010. She had a loan out on her
My wife passed away in Sept. 2010. She had a loan out on her 401k. The 401k passed to me as her beneficiary minus the loan amount. The employer has informed me that the load amount is not taxable to m… read more
Bill
Bill
Master's Degree
3,163 satisfied customers
I AM A FORMER POLICE OFFICER INJURED IN THE LINE OF DUTY AND
I AM A FORMER POLICE OFFICER INJURED IN THE LINE OF DUTY AND I RECEIVE SOCIAL SECURITY DISABILITY AND MY POLICE PENSION BECAUSE OF THE DISABILITY. THE 1099R I RECEIVED IS SHOWING THAT MY PENSION IS TA… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,172 satisfied customers
I became disable due to Parkins and am on Social Security disabilty.
I became disable due to Parkins and am on Social Security disabilty. My ex employer (Nationwid Ins.) sent me a letter stating I was entitled to a $25,000.00 pension. They coded the payment in box 7 as… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,172 satisfied customers
If there is no capital gain listed in box 3 of my 1099-R ...
If there is no capital gain listed in box 3 of my 1099-R form where on my 1040a do I list the 2270 dollars lump sum distribution listed on line2a of the 1099-R from my prevoius employors retirement pl… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,172 satisfied customers
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