Taxes General Forum

How to correct an incomplete Form SS-8?

As a worker, I mailed a Form SS-8, Determination of Worker Status for Purposes of Federal Employment Taxes and Income T...

2 comments posted 16yrs

posted by dommanno

2 comments posted 16yrs posted by dommanno

Excess 2010 HSA contribution

I just realized that I contributed $1300 too much to my HSA account for 2010 (not 2009) last month. Can I correct this...

0 comments posted 16yrs

posted by vpdura

0 comments posted 16yrs posted by vpdura

1099R in 2009 Check Lost Reissued in 2010 What year to Claim?

My mom was suposed to roll over a 401K, to another plan when she quit her job in 2009. The check was issued to her in 2...

0 comments posted 16yrs

posted by Glenmac

0 comments posted 16yrs posted by Glenmac

529 Earnings

I am using TaxAct software. I took a distribution from a 529 which I used for my son's college tuition. Based on all my...

2 comments posted 16yrs

posted by richanton9

2 comments posted 16yrs posted by richanton9

grouping sales of same security on Schedule D

I made a number of sales of an ETF during 2009; in the process, I sold out this holding in its entirety, and all loss/g...

7 comments posted 16yrs

posted by jge

7 comments posted 16yrs posted by jge

Interspousal Transfer

Husband owns stock worth $100,000 with cost basis of $50,000. Moves it from an individual account to joint with wife, te...

4 comments posted 16yrs

posted by dontspamme

4 comments posted 16yrs posted by dontspamme

What to do with 5498?

Do I need to enter my 5498 information anywhere on my tax return? I received a couple of these from the custodian of my...

3 comments posted 16yrs

posted by ghanwani

3 comments posted 16yrs posted by ghanwani

Question About 401K account

Hi, I am trying to do my 2009 taxes and was wondering ?if I have a 401K account with a bit over $100 in it do I have to...

3 comments posted 16yrs

posted by pdntspad802

3 comments posted 16yrs posted by pdntspad802

CCH Tax News Headlines - February 15, 2010

CCH Tax News Headlines - February 15, 2010 Federal Headlines: 2/15/2010 - _White House to Post Health Reform Package On...

0 comments posted 16yrs

posted by TaxService

0 comments posted 16yrs posted by TaxService

401K: Withdraw Now, Pay Taxes on 2009 Return?

I have an individual 401K. I am wondering if I can withdraw money now (before April 15) and treat it as a withdrawal fo...

0 comments posted 16yrs

posted by grobe

0 comments posted 16yrs posted by grobe

Mortgage origination fee "expressed as points"?

I've read at in multiple places that a mortgage loan origination fee must be "expressed as points" or "shown as points"...

2 comments posted 16yrs

posted by arequipeno

2 comments posted 16yrs posted by arequipeno

Idea for Tax preparers doing New House Credit

As a CPA with a few clients that have filed amended returns for get the house credit,I 've come upon the relaization th...

10 comments posted 16yrs

posted by bobg

10 comments posted 16yrs posted by bobg

Intentional excess IRA contribution ?

I have a small traditional IRA that I cannot deduct any contributions due to coverage by pension plan and income limita...

1 comments posted 16yrs

posted by no-spam

1 comments posted 16yrs posted by no-spam

New Jersey FLI

In addition to unemployment insurance and disability insurance deductions in NJ, which are a percentage of income and t...

0 comments posted 16yrs

posted by stanleykr

0 comments posted 16yrs posted by stanleykr

How to handle return of Social Security benefits paid

I plan to pay back the benefits received in order to receive a higher benefit at age 70. How would I report that on my...

5 comments posted 16yrs

posted by netsmithie

5 comments posted 16yrs posted by netsmithie