Taxes General Forum

1099-R question for a Rollover of a Solo 401k to Traditional IRA

I am filling out a 1099-R for a solo 401k that I own myself for a business that I am closing. I ran a S corp and have a...

1 comments posted 11yrs

posted by casey.robinson.www

1 comments posted 11yrs posted by casey.robinson.www

wrong town on w2

everything on w2 is correct except the name of town. Can I file or does it need to be corrected first?

1 comments posted 11yrs

posted by Deb

1 comments posted 11yrs posted by Deb

TT--where do I put interest without 1099

I earned about $5. interest in a credit union account. Hence, no 1099 INT. So, where do I enter that figure in TT. In t...

2 comments posted 11yrs

posted by moo

2 comments posted 11yrs posted by moo

Is Virtual Office Space taxable?

Hello all, I have a space with Regus and before that with Office Suites Plus (OSP). It includes phone services, mailbox...

2 comments posted 11yrs

posted by firstseeker

2 comments posted 11yrs posted by firstseeker

Tax ID number question

I have a tax ID (EIN) on my personal name that I have had for many many years which I do not use. I would like to use i...

2 comments posted 11yrs

posted by jessica.beltz

2 comments posted 11yrs posted by jessica.beltz

How is this table generated? (Form 8962)

Line 7 ("Applicable Figure") on (IRS) form 8962 ("Premium Tax Credit") comes from a table in the form's instructions. T...

3 comments posted 11yrs

posted by gbeccles

3 comments posted 11yrs posted by gbeccles

Sub S corporation and post tax premiums paid by 2% shareholder

If there is an S corporation that is paying under a corporate health insurance plan the equivalent of the health insura...

0 comments posted 11yrs

posted by mikebizal

0 comments posted 11yrs posted by mikebizal

Any tax consequences to sell a house?

My wife and brother-in-law are inheriting a small house from their mother. My BIL has a friend who has offered to buy i...

9 comments posted 11yrs

posted by *

9 comments posted 11yrs posted by *

A way to avoid 1099 filing requirement?

Client pays $1000 rent each year for a small pasture. He pays the landowner with one check to the wife for $500 and one...

11 comments posted 11yrs

posted by mmurrellcpa

11 comments posted 11yrs posted by mmurrellcpa

Question about 1099-R received for Roth 401K to Roth IRA rollover

I rolled over a few thousand dollars from the Roth 401K I had at my previous employer into my Roth IRA. I received a 10...

2 comments posted 11yrs

posted by dan.schoppe

2 comments posted 11yrs posted by dan.schoppe

QCD next year

I missed a QCD this year because the change was so late. But - is it possible to make a transfer that would be a QCD if...

1 comments posted 11yrs

posted by marcslists

1 comments posted 11yrs posted by marcslists

confused about RMD IRA vs. 403B

I have some IRA's (non-Roth) and some 403B. I planned to total the value of all these funds and compute my RMD from thi...

5 comments posted 11yrs

posted by moo

5 comments posted 11yrs posted by moo

need to file Trust tax return if only to keep track of minor losses?

An irrevocable trust established many years ago is, pursuant to the terms of the trust, now being wound up. The only re...

6 comments posted 11yrs

posted by PicoRico

6 comments posted 11yrs posted by PicoRico

What taxes are due on inherited joint checking account

My MIL died in October. My wife found out there was a checking account in her and her Mother's name. My wife didn't put...

4 comments posted 11yrs

posted by *

4 comments posted 11yrs posted by *

would this qualify as a like-kind exchange

I believe it might qualify as a Starker exchange. Taxpayer buys artwork. Within 45 days identifies another piece of art...

6 comments posted 11yrs

posted by garyg7

6 comments posted 11yrs posted by garyg7