User:Vtaylor/Tax prep

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Pub 17
https://www.irs.gov/publications/p17/


Publication 4012 (Rev. 12-2016)
https://www.irs.gov/pub/irs-pdf/p4012.pdf

  • florida - itemize + sales tax
  • college kids, dependent, pel grants, scholarships, earnings
  • affordable care - marketplace coverage - taxslayer calc problem resolved ? * adult children living with parents with no health care not claimed to avoid affordable care penalty
  • capital loss carryover ? required to file itemize
  • cd rollover - include sale / purchase same amount - not reported to irs by institution, just taxpayer
  • not required to file
  • itemize * ts default - use standard deduction if better than itemized - can be over-ridden
  • taxable amount on 1099-r - not determines - employee contribution - bogart calculator to "use up" contribution to determine taxable amount
  • foreign interest
  • 1099-r box 7 distribution codes ? 7 D - 2 separate
  • 1099-k - uber driver pay > schedule C self-employed