robinkurtz-tax's Posts

robinkurtz-tax · ‎03-18-2022

I have a 1099R that box2a, taxable amount, is more than box 1, gross distribution. Insurance company is saying a loan was taken and not paid back and the taxable amount includes the unpaid portion . ...

I have a 1099R that box2a, taxable amount, is more than box 1, gross distribution. Insurance company is saying a loan was taken and not paid back and the taxable amount includes the unpaid portion . Error is saying box 2a can not be more than box 1. How do I get this error to go away. Did the insurance company fill the 1099R out incorrectly?

robinkurtz-tax · ‎05-23-2020

Thanks Bob. They did file a joint return so I think the surviving spouse needs to repay. (this was the first program where the repayment time covered 15 years). She has repaid $500 each year since...

Thanks Bob. They did file a joint return so I think the surviving spouse needs to repay. (this was the first program where the repayment time covered 15 years). She has repaid $500 each year since his death, not half. I didn't do the math yet, but could she possibly be paid in full if $250 should have been forgiven for the deceased TP?

robinkurtz-tax · ‎05-23-2020

robinkurtz-tax · ‎12-07-2019

robinkurtz-tax's Posts

robinkurtz-tax's Posts

1099R - policy surrender

Re: Client files 1st time homebuyers credit. TP died in 2013. Spouse remarried in 2018. Getting efile error . How do I fill out 5405 to show repayment under new TP's ss#?

Client files 1st time homebuyers credit. TP died in 2013. Spouse remarried in 2018. Getting efile error . How do I fill out 5405 to show repayment under new TP's ss#?

Attorney,rec'd 1099 Misc from Bar Assoc. that is turned over to employer. How do I show 1099 on the return? Last year listed as a wash as other income. Correct?

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.