L.S. Posted March 25, 2010 Report Share Posted March 25, 2010 Client has 1099R with gross distribution of $20,665 and taxable amount of $402. Client not under limits to file if I use $20,665, but is if I use $402, she is. Does she need to file? Thanks. Quote Link to comment Share on other sites More sharing options...
NECPA in NEBRASKA Posted March 25, 2010 Report Share Posted March 25, 2010 I would file, because I don't know that the IRS pays much attention to the taxable box. If you don't, it will probably generate a CP-2000 down the line. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted March 25, 2010 Report Share Posted March 25, 2010 Yes, the test for need to file is based on gross income, not net or taxable income. Quote Link to comment Share on other sites More sharing options...
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