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Have received IRS letter indicating I failed to report 1099R
Have received IRS letter indicating I failed to report 1099R income on my 2019 Tax return. I checked on my computer and find I did report this income but Software did not include it … read more
emc011075
emc011075
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I'm reviewing the sale of my rental home portion of my 2020
I'm reviewing the sale of my rental home portion of my 2020 return. While owning the home, we replaced the furnace and A/C and I added both as depreciable assets when purchased (2019). Turbo Tax is as… read more
Stephen G.
Stephen G.
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Amend 1041 to 2019 taxes so I can complete 2020 taxes, sc,
amend 1041 to 2019 taxes so I can complete 2020 taxes … read more
Lev
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I am a Trustee on a IRRV. every year I file a Fed 1041 and a
I am a Trustee on a IRRV. every year I file a Fed 1041 and a MO 1041. Until 2020, there have been no increases or deductions to the trust. I do not pay myself either. But, in 2020 my father put his Sh… read more
Stephen G.
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I received a 1099R from my 401K company. I over contributed
I received a 1099R from my 401K company. I over contributed in 2019 and they discovered it in 2020. The code on the 1099R is a P . DOes this mean I have to amend my 2019 tax return. This problem happe… read more
Lane
Lane
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Doctoral Degree
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I am working on the recovery Rebate Credit Worksheet. The
Hi, I am working on the recovery Rebate Credit Worksheet. The problem is that I received a letter for EIP2 giving me $366.60 and I did not receive a bank deposit or check. The form shows a credit of $… read more
Roxanne625
Roxanne625
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Last year I filed 2019 taxes with TurboTax software. My
Last year I filed 2019 taxes with TurboTax software. My effort to have IRS extract the bank failed and I failed to get a direct check to fix the problem, as I was as yet unaware of it. Now I would lik… read more
Rama-CPA
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President
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In December of 2020, I initiated two transfers totaling
Second opinion] In December of 2020, I initiated two transfers totaling $100K from my retirement account (both already in cash funds) as part of the CARES ACT hardship provision. I lost my job in 2020… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
6,680 satisfied customers
I am trying to import my 2019 income tax file into my 2020
I am trying to import my 2019 income tax file into my 2020 income tax return, both years are being done on a physical Turbo tax disk. But the 2020 Turbotax app won't let me do that. It keeps saying ‘T… read more
Lev
Lev
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1099R WAS ISSUED BY EVEN THOUGH. RMD WAS RETURNED--1099
RMD WAS RETURNED--1099 ENTRY CAN BE ADJUSTED SO TAX IS COMPUTED CORRECTLY BUT … read more
Lev
Lev
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Bachelor's Degree Equivalent
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My wife was a retired school teacher. She died July 2,2020.
My wife was a retired school teacher. She died July 2,2020. I received at letter from Teacher Retirement System with her 1099R. The letter stated Mrs Hoard already taxes contribution were $15,072.37. … read more
Stephen G.
Stephen G.
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Bachelor's Degree
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The account number on an rollover IRA account was changed in
The account number on an rollover IRA account was changed in 2019. I did not get a timely MDR for that account for 2019, When I noticed the oversight, I contacted Fidelity. They then sent me the MDR o… read more
Lane
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I received a stimulus but it was only for myself and one
I received a stimulus but it was only for myself and one child. I filed my taxes claiming both of the grandchildren I'm raising, why didn't I receive for both … read more
Rick
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I failed to include a 1099R in my already filed and accepted
I failed to include a 1099R in my already filed and accepted 2019 1040. The 1099R is for a qualified rollover. $0 taxable income in box 2 and Code G in box 7. Do I need to file a 1040x since taxable i… read more
Robin D.
Robin D.
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I received a CP2000 form and am looking for some guidance.
Hi - I received a CP2000 form and am looking for some guidance … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
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My wife usually gets her i.r.a. distributation around the
my wife usually gets her i.r.a. distributation around the 17th of dec, but we were under the assumption that the bank automaticly did all the paper work being that theu charge us a fee for managing he… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I have a 1099R form for a 1035 annuity exchange where there
I have a 1099R form for a 1035 annuity exchange where there is no taxable amount in Box 2a. How do I indicate this on my Form 1040 since just putting a 6 did not work for my AARP tax helper? … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
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4,197 satisfied customers
I retired this year and have a pension and 401k that I
I retired this year and have a pension and 401k that I rolled over to an IRA, I got 1099R forms for both and entered them in the tax as expenses then entered in the IRA column the amount I rolled over… read more
Lev
Lev
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