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Enrolled Agent since 2006, Certified Financial Planner(TM) Practitioner since 2006, Intuit employee since 2012
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When the form is required, it can be filed sooner than your tax return, as the two are filed separately.The threshold for the reporting is for each of you indiv...
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You will have to change the status of the ownership to remove the "joint" designation in TurboTax.For purposes of your tax return filing, it is referring to who...
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I would start by reaching out to the bank to ask them to correct the 1099-R. If the funds were given to the grandson, the 1099 should have been in his name.If ...
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If the donation wasn't triggered until her death, it is possible that it would be considered a donation from her estate. That may have some legal nuances to it ...
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Carryovers are kept in both AMT and "regular" tax whether or not you hit AMT. You must prepare both forms, every year that you claim a foreign tax credit. The L...
Activity Feed for SusanY1
- Got Cheered for Re: Where do I find the information to plug into my Health Savings Account Earnings?. 4 weeks ago
- Got Cheered for Re: Taxable amount on 1099-R distribution. ‎May 17, 2024 3:07 AM
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- Posted Re: Filing requirements for foreign gift on Deductions & credits. ‎April 17, 2024 11:22 AM
- Got Cheered for Re: Charitable Contribution by Decedent. ‎April 17, 2024 11:15 AM
- Got Cheered for Re: Receiving a form 1099-r from the bank. ‎April 17, 2024 11:01 AM
- Posted Re: Why does TurboTax prevent e-filing when: "MFS" and "owned jointly"? on Get your taxes done using TurboTax. ‎April 17, 2024 10:54 AM
- Posted Re: Receiving a form 1099-r from the bank on Get your taxes done using TurboTax. ‎April 17, 2024 10:41 AM
- Posted Re: Charitable Contribution by Decedent on Deductions & credits. ‎April 17, 2024 10:29 AM
- Posted Re: FTC and AMT on Get your taxes done using TurboTax. ‎April 17, 2024 9:05 AM
- Posted Re: Charitable Contribution by Decedent on Deductions & credits. ‎April 17, 2024 8:21 AM
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- Got Cheered for Re: We don't want to claim the Additional Child Tax Credit this year.. ‎April 17, 2024 6:43 AM
- Got Cheered for Re: Form 8938 part 3 are credits 1116 tax credits?. ‎April 17, 2024 4:32 AM
- Posted Re: FTC and AMT on Get your taxes done using TurboTax. ‎April 16, 2024 7:42 PM
- Posted Re: Form 8938 part 3 are credits 1116 tax credits? on Get your taxes done using TurboTax. ‎April 16, 2024 7:01 PM
- Got Cheered for Re: Inherited IRA direct transfer and 1099-R, Form 5498. ‎April 16, 2024 7:00 PM