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Thanks, we got it figured out. Navy Federal sent the 1099-R with a taxable amount of the entire amount. I went back and went with the 4 and a taxable amount of ...
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I have a situation I have never encountered before. A client inherited an IRA that was split into 2 beneficiary IRAs by the custodian. It was then transferred d...
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Thank you, Terry. Box 9 is the only box with an amount and I did not see an applicable place on schedules B or D for it.
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I have a client with a 1099-DIV that has a cash liquidation distribution. I am unable to find a worksheet or place to enter box 9 information. What am I overloo...
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I have a situation I have never encountered. A client that did their own taxes last year added $15K in expenses on a property sold to the profit and not to the ...
