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IreneS
Intuit Alumni
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I am an Enrolled Agent and have been working in the tax preparation field since 2007.
Activity Feed for IreneS
- Got Cheered for Below are the steps to enter the Regulated Futures Contra.... 3m ago
- Got Cheered for You may use your own address for data entry on Schedule K.... Wednesday
- Got Cheered for TurboTax Premier version needed to enter K-1s. Monday
- Got Cheered for Please see my updated answer. Enter the expense as Perso.... Sunday
- Got Cheered for On the 1099-R form the Payer's Federal ID number is locat.... a week ago
- Got Cheered for Please make sure your software is up-to-date--the MA Sche.... a week ago
- Got Cheered for You can enter your property tax on the same screen that y.... a week ago
- Got Cheered for The Grantor Letter or Information Sheet is a transmittal.... 2 weeks ago
- Got Cheered for Form 14039 is the Identity theft affidavit for victims of.... 2 weeks ago
- Got Cheered for Normally, for tax purposes, "larger purchases" (typically.... 2 weeks ago
- Got Cheered for To make sure you receive the $200 interest exclusion on y.... 2 weeks ago
- Got Cheered for If you have a loan on an RV or boat that you use as a hom.... 3 weeks ago
- Got Cheered for TurboTax BillMc, E.A provides an excellent explanation:.... 3 weeks ago
- Got Cheered for Since you did not receive either a 1099-K or a 1099-MISC,.... 3 weeks ago
- Got Cheered for rev. 3/13/2017 I'm sorry for your loss. Pennsylvania doe.... 4 weeks ago
- Got Cheered for Yes - You can claim a deduction for long-term care insura.... 4 weeks ago
- Got Cheered for PYA on Schedule E stands for "prior year adjustment." It.... 4 weeks ago
- Got Cheered for To enter the line 20 amounts from your K-1, please follow.... a month ago
- Got Cheered for PYA on Schedule E stands for "prior year adjustment." It.... a month ago
- Got Cheered for You can enter the foreign unemployment benefits as Miscel.... a month ago
April 8, 2020
9:28 AM
You're very welcome!
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April 8, 2020
9:22 AM
They must not have lived in your home during any part of July-December of the year.
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March 31, 2020
8:56 AM
UPDATED FOR TAX YEAR 2019 No - it doesn't matter when the payment is actually taken from your account, as long as it was authorized before the filing deadline. [Edited | 3/31/2020 | 8:40am PDT]
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March 31, 2020
8:43 AM
It doesn't matter how you describe the income, just so you recognized the entry.
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March 26, 2020
11:30 AM
You are correct - don't enter the health insurance premiums in the medical expense section if you got your insurance through the federal or state Marketplace (Obama-care). They will be taken into consideration when you enter your 1095-A form.
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March 17, 2020
1:09 PM
You are correct. I tried to edit my post but was unable, so I entered a new one.
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March 17, 2020
1:08 PM
In the 1041 return in TurboTax Business, enter the state withholding under Taxes. To do this: Click Federal Taxes > Deductions. In the Expenses, taxes and fees section, click the Start/Update box next to Taxes. On the next screen, Taxes, enter the State and local income taxes entered on the 1099-R. Make sure it's the screen that says "allocable to taxable income." See screenshot, below. [Edited | 3/17/2020 | 1:08pm PDT]
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January 16, 2020
10:47 AM
No - just include the amount you received.
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January 16, 2020
10:37 AM
This is an issue to be taken up with the Social Security Administration (SSA). Perhaps the payments continued because your girlfriend did not properly report her wages when she returned to work. For more information on wage reporting, please see this article on the SSA website: Update: Wage Reporting for People who Receive SSDI
Three courses of action come to mind:
File Form SSA-561, Request for Reconsideration
Call the SSA toll-free at 1-800-772-1213.
Go in person to a local Social Security office. To find one in your area, click on this link: SSA Local Office Locator
Hold off filing your girlfriend's tax return until the situation is resolved and the SSA issues you a revised SSA-1099. If your girlfriend is unable to resolve the issue before the tax deadline (April 15 or October 15 with an extension), file the return with the information you have. You can always amend the return later.
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