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Sorry - professional forum is not for Turbo Tax users.
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YES!! Further digging and calls revealed this was a SERP (deferred comp) my elderly client (the widow) was apparently mistaken by calling it "Non-Qualified Pens...
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Tried that - the Broker says their reporting is correct. I was expecting a 1099-R, not a 1009-MISC.Her husband passed 2 years ago. The company he worked for was...
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Costs to get the inherited home ready for sale increase the basis of the home the daughter held for this time frame. At the death of her parents, the Fair Marke...
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77 year old client provided a 1099-MISC w/ $162,000 in box 3 'Other Income' and no other boxes are checked, no tax withholding shown. She says this is a "Lump S...
