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I'm working to complete a 2018 Federal Tax Return. I
I'm working to complete a 2018 Federal Tax Return. I inherited an IRA from my deceased Father in 2017 and my financial advisor rolled over the IRA into a newly established IRA in my name as the benefi… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 satisfied customers
1099r box 1 - $59116.85 box 2a-$ 0.00 total distribution x
1099r box 1 - $59116.85 box 2a-$ 0.00 total distribution x box 5 - $59116.85 cost basis box 7 - 7DIS THIS CODED CORRECTLY NOT TO BE TAXALBE… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
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I'm 63 years old, still working full time and received a
I'm 63 years old, still working full time and received a profit sharing distribution that I rolled into an IRA. I'm in the process of doing my return and entering info from 1099R, There is nothing in … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 satisfied customers
I recently received a 1099 R for a distribution from
Hello, I recently received a 1099 R for a distribution from Northwestern Life Insurance Co. … read more
Lev
Lev
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Bachelor's Degree Equivalent
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I received a death benefit which was an annuity and on my
i received a death benefit which was an annuity and on my tax form its asking if a distrubution was taken/ … read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
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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
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My wife has been receiving a 1099R with distribution code 4D
My wife has been receiving a 1099R with distribution code 4D for several years. Line 1 has been the same for all those years and the taxable amount the same as the pension amount. This year the Pensio… read more
Lev
Lev
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Bachelor's Degree Equivalent
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Son received 1099-R in 2014 as a decedent from mother who
Son received 1099-R in 2014 as a decedent from mother who died in 2013. The Code is 4D. The Box 1, gross distribution has an amount, but the Box 2a, shows $0.00, and Box 2b is not checked. Need direct… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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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
Ed when I rolled over my 401K from my previous employer
Hi Ed when I rolled over my 401K from my previous employer to my current employer I was advised that it had $17,483 of Post 1986 after tax contribbtions needed to be rolled into a Roll IRA. I did this… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 satisfied customers
My husband died last year and I inherited his annuity/IRA and
My husband died last year and I inherited his annuity/IRA and cashed it out in 2012, and cash it out. I received a 1099-R that shows the gross amount received in box 1 and the same amount as taxable i… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 satisfied customers
I am preparing my 2012 Form 1040 Tax Return. I had an unusual
I am preparing my 2012 Form 1040 Tax Return. I had an unusual (for me) situation in 2012 involving a pension distribution that I don't know how to handle. Here's what happened. In 2012 I elected to ta… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 satisfied customers
I retired from the teacher retirement system of Texas in 2012.
I retired from the teacher retirement system of Texas in 2012. I rolled over a partial lump sum into a traditional IRA account. This was a direct rollover and no taxes were supposed to come out of the… read more
Lev
Lev
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Bachelor's Degree Equivalent
44,052 satisfied customers
I have three 1099R forms. They each have a code of 1, G and
I have three 1099R forms. They each have a code of 1, G and J (ROTH). I also received a form 5498. Is there anything I need to do with these forms when I file my taxes. I guess what I am asking is whe… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 satisfied customers
Purchased an fixed annuity with death benefits, receiving
Purchased an fixed annuity with death benefits, receiving monthly payments. Rquested a dollar amount to be taken for fed taxes. The annuity has a 3.5% intrest rate. In box 2a of the 1099-r form, what … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 satisfied customers
I received 1099R totaling 182,328 for a 2011 rollover of my
I received 1099R totaling 182,328 for a 2011 rollover of my IRA then later around the end of May I received form 5948 with rollover amount of 232,311. What is 5948 and which is the correct number to r… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
2,693 satisfied customers
My wife died on Mar 30, 2011. She had two IRAs that my mutual
My wife died on Mar 30, 2011. She had two IRAs that my mutual fund rolled over into my name. Why are these IRAs now shown as income for me and taxable this year?… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
44,052 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
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