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Carter, client receives a 1099-R for $86,000 with no Fed nor
Hello Carter, client receives a 1099-R for $86,000 with no Fed nor state withholdings. She also received a 5498 showing a rollover of $50,000. Should a corrected 1099-R be filed or how else can we sho… read more
Carter McBride
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My friend is a NY state employee, last year he took out
my friend is a NY state employee, last year he took out proceeds from Annuity fund upon retirement , he was issued two 1099-R's , one with code 1 and one with code 2 , his software is taxing one 1099 … read more
Lev
Lev
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I am going crazy trying to put the right numbers in the
hello. i am going crazy trying to put the right numbers in the right boxes for Ira pensions etc in distributions … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
10,932 satisfied customers
Client has not received the 2 stimulus payments for 2020
Client has not received the 2 stimulus payments for 2020 based on the 2019 tax return.He will be eligible based on the 2020. Can he file for the recovery rebate based on the 2020 tax returns for the 2… read more
Carter McBride
Carter McBride
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When I but in my ss benefits with my 1099-r then I continue
When I but in my ss benefits with my 1099-r then I continue its not in the total … read more
Dr. Fiona Chen
Dr. Fiona Chen
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Ph.D.
10,932 satisfied customers
I retired in July of 2019 from a NYS agency - just prior to
I retired in July of 2019 from a NYS agency - just prior to retiring, I took out a loan against my retirement contributions. I received 2 1099-R forms related to this loan - one has the letter "L" in … read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
24,361 satisfied customers
During 2018, I took out funds from two rollover accounts
During 2018, I took out funds from two rollover accounts which summed to $21,225 total. In my state, the maximum exclusion is $20,000 for a person age 55 to 64 years old. So I have $1,225.00 over the … read more
PDtax
PDtax
Owner
Master's Degree
6,724 satisfied customers
When filling out NY IT-203- for a non-resident of NYS, what
When filling out NY IT-203-B for a non-resident of NYS, what if 100% of the days worked at the job were out of state? You can't e-file an IT-203-B that leaves less than 1 day worked in the state.Does … read more
PDtax
PDtax
Owner
Master's Degree
6,724 satisfied customers
How do I find out the taxable amount on my 1099-R? When
How do I find out the taxable amount on my 1099-R? When trying to file my taxes the message that keep coming up when doing my review is: Your Connecticut state income tax withheld on one or more Form … read more
Barbara
Barbara
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24,130 satisfied customers
I am having a problem with VA due to a 1099-R on 2016. For
I am having a problem with VA due to a 1099-R on 2016 … read more
Lev
Lev
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Taxpayer has 1099R retirement from NYC teachers union which
Taxpayer has 1099R retirement from NYC teachers union which would not be subject to NY state tax up to $20000, but taxpayer lives in PA now. Is there any reciprocity to govt workers across states?… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
4,197 satisfied customers
I have a client who recieved a 1099-r rollover distribution
I have a client who recieved a 1099-r rollover distribution from his Union. It shows on his 1099-r as a rollover and is not taxable. The funds were supposed to go to another bank IRA. My client did so… read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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I received an incorrect 1099-R showing a refund of an excess
i received an incorrect 1099-R showing a refund of an excess IRA contribution as a taxable distribution. I cannot get a corrected 1099-R. What should I do? … read more
Lane
Lane
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Doctoral Degree
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My father passed away this year. I received death benefits
My father passed away this year. I received death benefits in the form of an annuity. My father lived in MA, I am now a NY state resident. My 1099-R form states that state taxes were paid to MA. In th… read more
winktax
winktax
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how do i file state taxes for NYS civil service disability
how do i file state taxes for NYS civil service disability retirement state tax exempt? also if workman's compensation is not taxable and the government has taxed the payments both state and federal, … read more
Lev
Lev
44,354 satisfied customers
I WORKED IN NEW JERSEY AND LIVE IN NEW YORK.IN 2008 I WAS LEFT
I WORKED IN NEW JERSEY AND LIVE IN NEW YORK.IN 2008 I WAS LEFT SOME MONEY FROM A DEATH IN THE FAMILY.MY QUESTION IS DOES THAT MONEY GET ADDED ON TO MY NEW JERSEY TAXES?… read more
Merlo
Merlo
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I had a loan against my retirement account and I left my employment
I had a loan against my retirement account and I left my employment there (NYS) in 1997. When I didn't make any loan payments, I received notice that it was being counted as a disbursement from my ret… read more
JBE, CPA
JBE, CPA
70 satisfied customers
I retired from a NY based company. I received two pensions,
I retired from a NY based company. I received two pensions, one qualified (1099 with NJ taxes withheld) and one Non Qualified (W2 with NJ taxes withheld). I live in NJ full time. Is any part of my pen… read more
Merlo
Merlo
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