To add a little clarity - in order to deduct the trip, the primary purpose must be for business. If the business you conducted was incidental to the vacation, t...
You will need to contact your employer to request a corrected W-2 form and/or learn how and where yours were reported. Unfortunately, this is a common situation...
You are correct that you do not need to file a Form 1040-X unless you have other changes to your tax return. Each tax year uses a different form 5329, so make s...
It's better to have taxes withheld from your IRA income as needed, assuming it's a taxable Traditional IRA. The IRS is a pay-as-you-go type of system. If you do...