About cactusjack

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Solved Re: IRS 1099 INT for deceased taxpayer

Thank you.

cactusjack

Updated Mar 05, 2023
Solved Re: IRS 1099 INT for deceased taxpayer

This response appears to contradict the advice shown below (see link for full post).Wouldn't this be considered nominee income, triggering the need to file a ne...

cactusjack

2

Updated Mar 05, 2023
Solved Re: 529 Distribution Offset By Scholarship, Parent 1099-Q

It looks like we've only used the AOC three (3) times. Once in 2018 when he was still in high school, and again in 2019 and 2020. I've used TT for the last 10 y...

cactusjack

Updated Feb 20, 2023
Solved Re: 529 Distribution Offset By Scholarship, Parent 1099-Q

Thanks for the quick response. Both the 1098-T and 1099-Q are for 2022. My son graduated in April 2022, and we took the distribution for the remaining amount in...

cactusjack

2

Updated Feb 20, 2023
Solved Re: 529 Distribution Offset By Scholarship, Parent 1099-Q

Questions for Hal_Al or others who know the answers (see below):We (parents) also took a distribution after my son graduated, cashing out the 529 account. The d...

cactusjack

4

Updated Feb 20, 2023

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Date Registered	‎June 19, 2020 12:23 PM
Date Last Visited	‎April 6, 2024 7:15 PM
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