CruzGalvez
Level 2
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What about the missing CDs on the 1099 B? only two of the four that matured in 2024 purchased through broker are listed.
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Hello.I have the same case scenario. I didn't see any responses pertaining the omitted CD in form 1099B. Did you figure it out?
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Yes, but. My son doesn't file taxes. His earned income is well under 12 k. Does he HAVE to file taxes to report his 1099 Q?One tax advisor told me that I can ju...
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IDK why the Taxact online expert indicated that I didn't need to add the form. Although the form does list our son as the beneficiary and his SS is in it, it ma...
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Hello.If form 1099Q is not included in the tax form, how does TurboTax estimate the tax on the 529 portion for the trade-off with the American Opportunity Credi...
Activity Feed for CruzGalvez
- Posted Re: Entering 1099-B Form for a CD Maturity in Brokerage Account with 0 Capital Gains on Get your taxes done using TurboTax. April 6, 2025 3:44 PM
- Cheered Re: Entering 1099-B Form for a CD Maturity in Brokerage Account with 0 Capital Gains for SusanY1. April 6, 2025 6:23 AM
- Cheered Re: Entering 1099-B Form for a CD Maturity in Brokerage Account with 0 Capital Gains for MonikaK1. April 6, 2025 6:22 AM
- Cheered Re: Entering 1099-B Form for a CD Maturity in Brokerage Account with 0 Capital Gains for AmyC. April 5, 2025 2:34 PM
- Posted CDs reported on 1099 D on Get your taxes done using TurboTax. April 4, 2025 11:07 AM
- Posted Re: Entering 1099-B Form for a CD Maturity in Brokerage Account with 0 Capital Gains on Get your taxes done using TurboTax. April 4, 2025 11:02 AM
- Cheered Entering 1099-B Form for a CD Maturity in Brokerage Account with 0 Capital Gains for fkhalilz. April 4, 2025 11:02 AM
- Posted Re: My son got a 1099 Q in his name and SSN. We are claiming him as a dependent. Does he have to claim the 1099q or do we? We are cliaming the 1098T on our taxes. When he we on Get your taxes done using TurboTax. April 7, 2022 5:28 AM
- Posted Re: American Opportunity Tax Credit AOTC and 529 on Deductions & credits. April 5, 2022 9:21 AM
- Posted Re: American Opportunity Tax Credit AOTC and 529 on Deductions & credits. April 5, 2022 8:47 AM