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Been with Intuit for going on 6 years now. Been part of TTLive, Full Service TTL, was part of Accuracy guarantee team, audit assessment team plus assist team when leads were not available. CPA for many years. Member and often chairman of various municipal boards in my area. Married in 1978 and still going strong. 2 sons, both served in the military, 2 grandsons, 2 granddaughters.
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Your 1099-R you received should have a distribution code of 4, indicating death. Once entered in the federal section it should carry to PA effortlessly. PA does...
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TurboTax does not support local PA wage reporting. This must be done manually by you. Your PA local taxable income usually equates to your Social Security wages...
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I hate to admit this but I could not find a reason for the rental loss to not be included in the net rental income based on original entries. The only way I cou...
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My question is how did you apply for the payment plan? Did you apply through TurboTax or did you apply at the IRS website. Various IRS agents I have spoken with...
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Unless you prepared the returns in TurboTax Business for the RK-1's you received, TurboTax would not print out the RK-1's as it would not have all of the detail...
Activity Feed for JosephS1
- Got Cheered for Re: As of 1/26/23 on 1099-B, if I have a stock sale with both Cost Basis and an adjusted cost bas.... May 9, 2025 5:23 PM
- Got Cheered for Re: Does anyone know how the NYS HWB goes into this years Turbo Tax? This was the bonus paid to N.... April 9, 2025 8:59 AM
- Got Cheered for Re: Medicaid & Health Marketplace Insurance.. March 5, 2025 6:32 PM
- Got Cheered for Re: Does anyone know how the NYS HWB goes into this years Turbo Tax? This was the bonus paid to N.... February 25, 2025 11:18 AM
- Got Cheered for Re: Does anyone know how the NYS HWB goes into this years Turbo Tax? This was the bonus paid to N.... February 24, 2025 3:54 PM
- Got Cheered for Re: Trust fees -- can you deduct them from the interest earned?. February 10, 2025 7:49 AM
- Got Cheered for Re: NJ/NY K1 capital gain state allocation. July 24, 2024 1:49 PM
- Got Cheered for Re: State tax return accepted. Does this mean everything is correct and there's no error on the t.... April 2, 2024 4:49 PM
- Got Cheered for Re: How to report a 1099G if locality is not included in the drop down menu ? In this case Portla.... March 31, 2024 4:03 PM
- Got Cheered for Re: What do I enter on the second K-1 I am told to file if my Form 1065 reports a number in box 2?. March 28, 2024 3:43 AM
- Got Cheered for Re: Does anyone know how the NYS HWB goes into this years Turbo Tax? This was the bonus paid to N.... March 6, 2024 3:30 PM
- Got Cheered for Re: Does anyone know how the NYS HWB goes into this years Turbo Tax? This was the bonus paid to N.... February 23, 2024 3:37 PM
- Got Cheered for Re: I got divorced mid-2022. I owned shares & received dividends for Q1 2022 but shares were spli.... February 10, 2024 12:11 PM
- Got Cheered for Re: PA mutual fund losses - can you offset capital gains distributions. January 24, 2024 3:02 PM
- Got Cheered for Re: What are the rules of paying an adult child taking care of an elderly parent? What are the ta.... October 8, 2023 2:32 PM
- Got Cheered for Re: Prepaid Audit Defense Membership. April 23, 2023 9:39 AM
- Got Cheered for Re: NY State and NYC - Homeowner tax rebates - how to handle them exactly?. April 20, 2023 9:19 PM
- Got Cheered for Re: 1099B box 6 has an X instead of a value. How do I correct that?. April 19, 2023 2:39 PM
- Posted Re: What would the PA Distribution type if I received a check for my moms retirement plan from an... on Retirement tax questions. April 19, 2023 11:18 AM
- Posted Re: Box 1 vs 16 on W2 on State tax filing. April 19, 2023 11:12 AM