Go to Income/Investment Income and click the Update button for "Stocks, Mutual Funds, Bonds, Other".  Then click "Yes" that you sold investments. Then click "Yes" that you have a 1099B. I'm assuming that you will type entry yourself, so click "I'll type it myself" and "Continue".  Enter brokerage name and "Continue".  You can enter each sale one at a time or enter a summary for each category.  I'll assume that you will use the summary for each category listed on your 1099-B.  For each category (short covered; short uncovered; long covered and long uncovered): enter the proceeds and your cost basis and select the sale category for your 1099-B holdings for each category,  Your short-term sales will get category A or B depending on whether your brokerage reported the basis (covered) or did not report the basis (non-covered).  Click "Done" when the first entry is complete and follow the prompts to click "Yes" to add another sale category and repeat the process.  Your long-term holdings will get category D or E depending on whether your brokerage reported the basis (covered) or did not report the basis (non-covered).  Be careful to match the 1099-B data for each of the possible categories. ... View more

I am back. I now understand the issue.  Too bad I cannot delete the first answer.  I assume you need the AGI to efile.  When this occurs, it comes to a few choices.  If you are on good terms with your EX then get a copy of last year's return.  You can get a transcript from the IRS, but that will likely take more time than you want.  So the best choice without being able to efile is to simply print your return and mail it via regular US Mail. ... View more

Typo.  You should NOT file Single if still married! ... View more

I believe that you might need to add additional information for this question because I don't think this one is has enough information for a definitive answer.  I will try to give some information.  First, with regard to AGI: it is difficult to understand what AGI you are attempting to get.  If it is for this year, and if you are filing without your ex, then your AGI will simply be the result of what you enter for your own income items, which are purely related to your own individual income documents.  The other person's income will not matter on your return.  (Deductions can be a significant issue if you are itemizing and if you are still married.)  But the amount that your ex makes does not appear to be relevant here if you are divorced.  I believe I might need to state some information relative to your filing status.  You filed as Married Filing Jointly (MFJ) for 2016.  MFJ is only correct if you were still married on 12/31/2016.  And if you are filing as "single" for 2017, then this is only correct if you obtained a divorce prior to 12/31/2017.  If you are still married, and if I assume that you have no dependents, then your only choices would be Married Filing Jointly (MFJ) or Married Filing Separately (MFS).  You should file Single if still married. And if not married, then only your own income counts toward your AGI. ... View more

Proceeds should be the money you received and that is normally reported on the 1099-B. Long term is when held more than 1 year (think a year plus a day).  Capital gain entries are normally included on Form 8949 and Schedule D.  "Covered" is the term used when the institution is tracking your basis and is reporting basis to the IRS--it would be "Box D" data for Form 8949 and Schedule D. If "Uncovered", the basis in NOT REPORTED to the IRS and you are responsible for the basis.  Uncovered is "Box E" for Form 8949 and Schedule D. ... View more

The term "reported to the IRS", in this context, is equivalent to the term "Covered"--box A (short term) or box D (long term).  "Not reported to IRS" would be equivalent to "Uncovered"--box B (short term) or box E (long term).  Note that all 1099-Bs are normally reported to the IRS.  So the choice, such at Box F, would be used for transactions, such as a house sale, where you don't have any 1099-B. ... View more

The amount shown in Block 5 of a SSA-1099 will be negative when you pay back more Social Security than you receive during the year.  I understand that this is the case and that the amount shown in Block 5 is correct.  Unfortunately the tax rules are not what many might think.  Please see IRS Pub 915 for a detailed explanation (page 15 in the 2017 edition). You should not try to produce a negative income for this on the front of Form 1040.  Instead, the negative income should normally be claimed as an itemized deduction on Schedule A.  If less than $3000, it is subject to the 2%-of-adjusted-gross-income limit that applies to certain miscellaneous itemized deductions. Claim it on Schedule A (Form 1040), line 23.  If you are not itemizing, then there is no benefit.  If the amount is over $3000, there is a possible credit process that is a bit more complex to use.  See Pub 915 for the detailed description of the credit process that will end up of Form 1040, Line 73 with the notation I.R.C. 1341. ... View more

Please allow me to confirm the terms used in the question so that we are sure we are talking about the same things.  Dividends are clearly unearned income--no issue there.  A gain (or loss) is "realized" when the security is sold.  I refer to this gain/loss as a capital gain or loss.  And a capital gain is unearned income.  With regard to "capital distributions", I am interpreting that to mean a distribution that is not form the corporation's earnings or profits.  That distribution is normally reported as a "non-dividend distribution" on Line 3 of a 1099-DIV.  That distribution is not taxable, but it reduces the basis of the security.  The reduction in the basis could increase the realized income when the security is later sold.  But a non-dividend distribution does not affect income until the security is sold.  Therefore, because income does not exist for a non-dividend distribution, it cannot contribute to unearned income.  I hope that makes sense. ... View more

Yes University of Missouri pension is a public pension.  A possibly misleading statement was made about private pensions.  Please note that Missouri also gives tax relief for private pensions on Form MO-A Part 3 Section B, but the income limits for the private-pension benefits are not as favorable at those for public.  Military (public) pensions get the most favorable treatment on Form MO-A Part 3 section D. ... View more

     I understand your discomfort.  With so many different types of MAGI, it is hard to make decisions.       My experience in this area resulted from appealing to a lower IRMAA due to a life-changing event.  You can find the rules at this link, and the information at this link more clearly defines the rules.     https://www.ssa.gov/forms/ssa-44.pdf      Please look on page 6 of 8 in the first paragraph of Step 2.  There it clearly states, "Your MAGI is your adjusted gross income as used on line 37 of form 1040 plus your tax-exempt interest income as used on line 8b of IRS form 1040."  The line numbers refer to forms prior to TY2018, but the method appears to be clear.      Also note Step 3, on page 2 of 8, of ssa-44 for entering the data that defines MAGI for the purpose of IRMAA.  It only uses AGI and Tax-Exempt Interest income.  The terms AGI and Tax-Exempt Interest Income repeat the definitions located near the bottom of Page 6.   And just in case we didn't get the messages, SSA again defines the definitions for Step 3 in the Instruction section on Page 7 of 8. So I think the definitions in SSA-44 logically indicate that the untaxed portion of Social Security is not added into that MAGI.   I'm not aware of any changes to the rules, but please understand that I can't know what I don't know. I share your discomfort becaues an error comes with a loss of money. ... View more