MOBEE

Is the Code U on a 1099-R subject to the early withdrawal penalty as well as being taxable. This is a new one for me... Thanks

How do we change from MJS to MFJ... taxpyer has already e-file as MFS and now wants to file MFJ with his wife. I think this is just an amended 1040X and add the wife.. Just wanted to have backup information on this to verify that this is correct.. Thanks for your input.

So you are saying that you mail in the 8453 with the detail of the sales of stock... Right??

My only issure with your responses is that I wanted to completely e-file the return and not have to mail in anything... so I seems that each transaction might need to be entered... thaks

I would like input on the entering of stock sales on schedule D. Must we enter each stock sale on the schedule D (sometimes 20 or more) or can we use the summary as provided by the brokerage statement as long as we are sure to separate the short term and long term sales on the schedule D... Thanks

Preparing return for minister who has had a w-2 from his church for the last several years... used that information along with the form 2106 and rental allowance to report on SE. This year, he has moved on to another church but the prior church did not provide a w-2 form.. just a number on a piece of paper... Where should this be reported??? Schedule C is not actually correct but do not have a w-2 for this year... any suggestions.. thanks.... :-)