HV Ken Posted February 27, 2013 Report Share 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 Link to comment Share on other sites More sharing options...
Gail in Virginia Posted February 28, 2013 Report Share Posted February 28, 2013 You should be able to create a PDF file and attach it to the efile Quote Link to comment Share on other sites More sharing options...
HV Ken Posted February 28, 2013 Author Report Share 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 Link to comment Share on other sites More sharing options...
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