The IRS requires that all filers of 1099 forms have an EIN and requires the EIN to be shown on the form. Look again at the form. An EIN is a 9-digit number of t...
QCDs form a Roth IRA are very unusual and are not permitted at all if the distribution from the Roth IRA is a qualified distribution. QCDs can only be made to t...
TurboTax correctly calculates Additional Medicare Tax on Form 8959 based on your entries of Forms W-2 and self-employment income, then includes the result on Sc...
"the "taxable amount" in box 2a should be listed as "taxable" on line 5b on the 1040!"If your 401(k) had basis in after-tax contributions and direct rollovers p...
On TurboTax's W-2 form, make sure that you have marked the correct box to indicate the recipient of the W-2. (TurboTax assigns the W-2 to Taxpayer or Spouse dep...