Taxes General Forum

Do I Need to File an Amended Return?

I e-filed about a week ago and today I received a corrected 1099 from my brokerage account. The correction is in my fav...

1 comments posted 13yrs

posted by oitbso

1 comments posted 13yrs posted by oitbso

reporting sale of publicly traded limited partnership (MLP/PTP)

First off let me be clear I have also posted this question in the TurboTax community (I got flamed for not stated such...

1 comments posted 13yrs

posted by phillman5

1 comments posted 13yrs posted by phillman5

Statement of fees paid

Is there a requirement for "investment advisors" to provide a year end summary of fees paid to manage an investment acc...

2 comments posted 13yrs

posted by tydeman.consulting

2 comments posted 13yrs posted by tydeman.consulting

Mortgage On Primary Residence To Purchase New One

Hi, We took out a mortgage on our house in the U.S. to purchase a new one overseas. The new house is our primary reside...

3 comments posted 13yrs

posted by abbybrown

3 comments posted 13yrs posted by abbybrown

Tax Calculation - Both Spouses Overseas

Is the following right, assuming both spouses work overseas and are eligible for and have elected to take the Foreign E...

3 comments posted 13yrs

posted by dontspamme

3 comments posted 13yrs posted by dontspamme

Roth & cert. of deposit (CD) versus 1099?

I have Roth IRA funds invested in a bank 2 year Certificate of Deposit (CD). I opened this CD February 2012, it matures...

4 comments posted 13yrs

posted by ka0fpj

4 comments posted 13yrs posted by ka0fpj

Supplemental Mortgage Pool Statement?

I have already fired the investment manager that put me into this. I think he looked for things that made for confusing...

3 comments posted 13yrs

posted by *

3 comments posted 13yrs posted by *

Handling future sale of condo converted from personal to rental

My son has condo that he lived in from 2006 to June 30 2011. It has been available to rent since july 1 2011. didn't ac...

1 comments posted 13yrs

posted by ramridge

1 comments posted 13yrs posted by ramridge

How to report passive losses and capital gains from PTP/MLP after its sold

I had a MLP which reported losses in box 1 part III in past years. I disposed of it this year. In past threads I have s...

0 comments posted 13yrs

posted by phillman5

0 comments posted 13yrs posted by phillman5

Convert rental property to primary residience

My wife and I would like to downsize our primary residence and we are thinking about moving into one of our rental inve...

5 comments posted 13yrs

posted by Jake29

5 comments posted 13yrs posted by Jake29

Limit on number of extensions?

A friend always files for an extension (he's a procrastinator) and never pays any penalties or interest because, as he...

3 comments posted 13yrs

posted by phillysleuth

3 comments posted 13yrs posted by phillysleuth

What do I do with Municipal Original Issue Discount?

My brokerage statement says I have $13.20 of MOID. It is not on a 1099-INT or a 1099-OID; just a note at the end of the...

5 comments posted 13yrs

posted by *

5 comments posted 13yrs posted by *

How do I handle a 2012 1099-R with "R" in box 7?

$365,000 was rolled from a Trad. IRA to a Roth in 2011. It was recharacterized in March of 2012 with additional earning...

2 comments posted 13yrs

posted by KPaw

2 comments posted 13yrs posted by KPaw

estate tax "portability provision"

The "portability" provision permits a spouse to use the unused portion of the late spouse's estate tax exemption. Can a...

9 comments posted 13yrs

posted by PicoRico

9 comments posted 13yrs posted by PicoRico

How do I extend short calendar year s-corp

I have an s-corporation that is a fiscal year entity ending 09-30. Their 09-30-2012 year end has been extended and isn?...

0 comments posted 13yrs

posted by meklop

0 comments posted 13yrs posted by meklop