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Thank you. These are 1099-Misc's which is baffling. They got the 1098-E for the interest. It is not a 1099-C Cancellation of Debt, it's marked Other Income.
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Has anyone received a 1099-Misc for a client from Discover Bank? Is this for exiting the Student Loan servicing and is some taxable refund? Clients have no idea...
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My client did not make an elective deferral yet the program is computing more than 25% of income as the max deferral
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1099R say non taxable and so does NJ guidance but no guidance as to when it stops being tax free. Client will turn 65 this year so being proactive.
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I have had the same issue multiple years and always assumed it was a NJ limitation, not the software. I just had the client file the NJ via paper. Sorry can't b...
