Latest threads in Taxes General Forumshow only best voted threads
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1099-div unlikely "corrected" this cycle?
A few years ago the dividend reporting was so complex that many brokerages issued one or two corrections, even late against the 4/15 deadline. Is that unlikely this year? I think I did not see it last...
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8 years ago
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RMD on an annuity in an IRA
I received a required minimum distribution notice from the brokerage firm handling my traditional IRA. The "IRA value" on that notice included only the investments and cash in the IRA on December...
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8 years ago
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Client already paid deficiency that could instead have been amended
A client forgot to tell me about their cancelled debt or give me their 1099-C when I prepared their 2013 return. When they got Notice CP3219A last month correcting their 2013 return by adding in the...
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8 years ago
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Do I need to send 1099?
When I buy seafood from a boat I send them a 1099. Do I need to send a 1099 when I buy from a wholesaler seafood dealer? Thanks, Mikek
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8 years ago
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Question About Form 2210 (Underpayment of Estimated Tax by Individuals, Estates, and Trusts)
First of all, let me make clear that I am not a tax professional... For the sake of argument, let's assume that I mail my individual income tax return, form 2210, the additional tax owed etc. etc. on...
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8 years ago
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IRA Required Minimum Distribution; Sr. Citizen Question, please
Hello, Sr. Citizen now, so please bear with me a bit. Would like to do this correctly. Two questions, please: Have a Traditional IRA. Am now receiving, automatically, the "Required Yearly Minimum...
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8 years ago
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How to get est tax payment info from IRS?
Hi, I paid my 4th qtr 2015 estimated taxes for federal and NY on 12/31/2015. I always have the Post Office agent hand postmark both letters, so I know the proper postmark is there. Problem is NY is...
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8 years ago
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Does "Market Adjustment" on form 1099-B affect anything?
I had $24,000 worth of treasure notes redeemed. Their cost was $23,312.12. The form 1099-B shows $687.88 under column "1f code, if any 1g Adjustments" with code D. If it wasn't for that, I would...
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8 years ago
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Student Loan Interest Co Signor
Can I deduct the interest on my sons student loan if I am paying it back and he is not by dependent anymore. I cosigned the loan. tks all bw
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8 years ago
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non-covered bond premium?!?!
I own some municipal bonds and some treasury bonds. On the tax information that came from my broker today, it lists non-covered bond premiums. I haven't bought or sold any of them. What are they, and...
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8 years ago
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Repayment of Advance Premium Tax Credit
Last year, two clients both applied for and received healthcare through the ACA. One finally sold an old boat (investment property) which put his income well over what he estimated for the year and...
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8 years ago
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IRA TAX DISTRIBUTION QUESTION
IRA TAX DISTRIBUTION QUESTION I had an IRA with two diffeent institutions. One of those institutions required that I close my account at age 70. I rolled the taxable portion of the IRA into the other...
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8 years ago
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Sold cabinets that came with the house I bought -- owe taxes?
Removed cabinetry from a house I bought and sold it (the cabinets). I would guess I sold the cabinets at below appraised value, but I don't know how I would know for sure. That said, the buyer just...
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8 years ago
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Pay Back Disability?
New client has a daughter that has been drawing SS Disability for a number of years. Mother needs to file several years of 1040's. Mother definitely provided more than 1/2 support for daughter. If...
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8 years ago
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Fillable PDF tax forms now "tax software" for e-file mandate?
Here's a question that has been posed to me in the last week by several people who do their own New York tax returns on paper and got a nasty surprise when they went to the state website to download...
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8 years ago
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