Taxes General Forum

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1040X 2011 --IRS says they don't have it

OK, last month I received a corrected 1099 for tax year 2011 (thanks a lot!). Anyway, the correction was in my favor, r...
6 comments posted 11yrs
posted by moo
6 comments posted 11yrs posted by moo

Do I need to file an amended return

I filed using Turbo Tax and had some employee stock plan stock sales. I used the document from Compushare to enter my g...
0 comments posted 11yrs
posted by sno_brd
0 comments posted 11yrs posted by sno_brd

Amortizing callable bond premiums

Under "Bond Premium Amortization," IRS publication 550 refers to: "special rules ... [for] a bond callable prior to the...
0 comments posted 11yrs
posted by zvkmpw
0 comments posted 11yrs posted by zvkmpw

H&R Block Software Flaw?

I am using both TT Deluxe and H&R Block Deluxe, basically side-to-side in order to compare the two products. At the mom...
4 comments posted 11yrs
posted by moo
4 comments posted 11yrs posted by moo

Roth deposit made now filing separately

My daughter made a Roth IRA deposit for 2014. Now she's divorcing or at least not talking enough to do taxes married fi...
3 comments posted 11yrs
posted by nojunk
3 comments posted 11yrs posted by nojunk

Who issues 1099-misc?

I am the landlord of a commercial ground lease. I receive rental income every month from a tenant that is a corporation...
8 comments posted 11yrs
posted by whiskers222
8 comments posted 11yrs posted by whiskers222

Home with ground lease

I purchased a vacation rental property in 2014 in Delaware. The house has some reportable rental income and I am trying...
2 comments posted 11yrs
posted by rjmalinak
2 comments posted 11yrs posted by rjmalinak

1099-B confused about this one item

I am looking at my Gainskeeper 2014 1099-B via Ameritrade. One item confuses me: Box B and Box E - transactions reporte...
2 comments posted 11yrs
posted by moo
2 comments posted 11yrs posted by moo

401(k) brokerage statements

Is there any reason to hold on to 401(k) brokerage statements? I have been holding on to my regular brokerage statement...
2 comments posted 11yrs
posted by ghanwani
2 comments posted 11yrs posted by ghanwani

Changing filing status from MFS to MFJ

My husband and I filed MFS and received a refund for 2014. We now want to change our filing status to MFJ. Do I send in...
1 comments posted 11yrs
posted by victoria.green76
1 comments posted 11yrs posted by victoria.green76

Question about Roth IRA Conversion

My wife does not have any IRA so her basis is zero. Our combined income exceeds the IRS limit for making a ROTH IRA con...
2 comments posted 11yrs
posted by pallavgupta
2 comments posted 11yrs posted by pallavgupta