HV Ken Posted February 27, 2013 Report Posted February 27, 2013 Following guidelines in Pub 970 (section 8), we have determined that some of the earnings on a 1099-Q distribution are taxable. This amount is less than what is reported in box 2 on the 1099-Q. Reporting this smaller number on the tax return than the box 2 amount has been generating letters from the IRS after the season, which are easily resolved by sending in the calculations and receipts, etc. Is there a way to report the calculation with the original return when e-filed, rather than always receiving an IRS letter after the fact? Thanks! Quote
Gail in Virginia Posted February 28, 2013 Report Posted February 28, 2013 You should be able to create a PDF file and attach it to the efile Quote
HV Ken Posted February 28, 2013 Author Report Posted February 28, 2013 You should be able to create a PDF file and attach it to the efile Never done that - how do you attach a pdf to an efile? Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.