How to complete a 1099-R

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  • Опубліковано 24 гру 2024

КОМЕНТАРІ • 6

  • @veronicagonzales4781
    @veronicagonzales4781 8 місяців тому

    Just to be clear if you received a 1099-r in 2019 you report it that year? And not the following year 2020?

  • @veronicagonzales4781
    @veronicagonzales4781 8 місяців тому

    If you filed 2019, but not 2020 and you just filed back taxes for 2020 this year you can😢add the 1099r to 2020?

  • @ethioytube3782
    @ethioytube3782 2 роки тому +1

    Did you calculate the taxable amount box 2?

    • @pmmahone1
      @pmmahone1 10 місяців тому

      He apparently didn't- TaxSlayer must have calculated automatically. I entered a 1099-R similar to this example and it didn't fill the box in automatically.

  • @sea_hous
    @sea_hous 3 роки тому

    If I have a brokerage through M1 do I put M1 or Apex Clearing as the payer? Thanks very much.

  • @KA54the
    @KA54the 4 роки тому

    So for 13a, would I use the state that I'm in, or the state that the bank is in?