davidsson
Level 3
Member profile
- Replies
- Posts
-
Answered by GROK...No, this mismatch alone will not create a problem with the IRS. Your approach is correct and exactly what the IRS expects in this situation. ...
-
Thank you for the info!! I am still unsure if an explanation is required and how to explain electronically.The loss was in our taxable brokerage account.The was...
-
Is this to form 8949, column-f gets the 'W' and column-g gets the adjustment (reducing my loss)?Is any explanation required? If so, how is that documented?Is th...
-
Most of the assets transferred directly from the banks/brokerage to the beneficiaries. There was nominee income to the estate/trust. The trust held a handful of...
-
One of the beneficiaries resides in Florida.Since there is no state income tax in Florida, they don't have to file in FL or NJ?Correct?
Activity Feed for davidsson
- Posted Re: Adjust TT for undocumented (not captured on 1099) wash sale of stock on Get your taxes done using TurboTax. 2 weeks ago
- Posted Re: Adjust TT for undocumented (not captured on 1099) wash sale of stock on Get your taxes done using TurboTax. 2 weeks ago
- Posted Re: Adjust TT for undocumented (not captured on 1099) wash sale of stock on Get your taxes done using TurboTax. 3 weeks ago
- Posted Adjust TT for undocumented (not captured on 1099) wash sale of stock on Get your taxes done using TurboTax. 3 weeks ago
- Posted File taxes (1041) on $0.01 of interest earned by trust? on Get your taxes done using TurboTax. August 16, 2024 5:16 AM
- Posted Re: Which K-1 should a beneficary use? on Get your taxes done using TurboTax. March 19, 2024 6:33 AM
- Posted Re: Which K-1 should a beneficary use? on Get your taxes done using TurboTax. March 19, 2024 4:56 AM
- Posted Re: Which K-1 should a beneficary use? on Get your taxes done using TurboTax. March 18, 2024 8:17 AM
- Cheered Re: Which K-1 should a beneficary use? for PatriciaV. March 14, 2024 6:28 AM
- Posted Re: Which K-1 should a beneficary use? on Get your taxes done using TurboTax. March 14, 2024 5:18 AM
- Cheered Re: Which Schedule D, 8949 and K-1 to attach to State Returns (after 645 election Federal sent) for Anonymous_. March 13, 2024 10:26 AM
- Posted Which Schedule D, 8949 and K-1 to attach to State Returns (after 645 election Federal sent) on Get your taxes done using TurboTax. March 13, 2024 10:19 AM
- Cheered Re: Which K-1 should a beneficary use? for PatriciaV. March 8, 2024 4:26 PM
- Posted Which K-1 should a beneficary use? on Get your taxes done using TurboTax. March 6, 2024 4:45 AM
- Cheered Re: 645 Election on NJ State Taxes? for Anonymous_. March 5, 2024 12:17 PM
- Posted 645 Election on NJ State Taxes? on Get your taxes done using TurboTax. March 5, 2024 9:09 AM
- Cheered Re: 2023 Tax Year refunds from deceased person's final return, taxable in Tax Year 2024? for ThomasM125. March 5, 2024 8:33 AM
- Cheered Re: 2023 Tax Year refunds from deceased person's final return, taxable in Tax Year 2024? for ThomasM125. March 5, 2024 8:33 AM
- Posted Re: 2023 Tax Year refunds from deceased person's final return, taxable in Tax Year 2024? on Get your taxes done using TurboTax. March 4, 2024 2:16 PM
- Posted 2023 Tax Year refunds from deceased person's final return, taxable in Tax Year 2024? on Get your taxes done using TurboTax. March 4, 2024 12:47 PM