Welcome Guest. Register Now!  



Reply
 
LinkBack Thread Tools Search this Thread Display Modes
  #1 (permalink)  
Old 03-17-2010, 10:50 PM
Junior Member
 
Join Date: Mar 2010
Posts: 1
Red face Where to Report 1099B, 1099G

My federal and Oklahoma state returns are nearly complete online. I just have a few issues to clear up, some of which I hope to do here. FreeTaxUSA is the site I am using, and they never asked me if I had a 1099-B (Gross Proceeds Less Commission on Stocks, Bonds, Etc), or a 1099-G (report of Okla state refund received in '09).

I'm particularly concerned because the 1099-B is part of a year-end tax document from Morgan Stanley. That company helped me withdraw funds from a 457 account and a 401(A). The former was rolled into stocks and bonds, and the latter was rolled into another IRA, I believe. I want to make sure to report the entire transaction and my new stock ownership correctly.

Let me know if you need to additional info. Thanks so much in advance for your help!

Karen



Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!Reddit! stumble!bookmark in google!Share on Facebook!
Reply With Quote
  #2 (permalink)  
Old 03-18-2010, 12:47 PM
TaxGuru's Avatar
Tax Guru
 
Join Date: Jan 2007
Location: New Jersey, USA
Posts: 2,417
Blog Entries: 3
It is quite possible that FreeTaxUSA do only simple tax returns online! Any other transactions are not automated or it is possible that they do not process anything complicated. But, you are right to get concerned and I think you should call their customer service number and talk to a tax professional.

If you get no luck with that, I think perhaps you should do your tax return using a tax software that you can buy off the shelf or else have a tax professional prepare your tax return.

__________________
Find a CPA near you!

Ask TaxGuru Please refer to the legal disclaimer.


Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!Reddit! stumble!bookmark in google!Share on Facebook!
Reply With Quote
Ads
Reply



Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Should I report this as income? Matt A Income 2 02-04-2010 11:59 PM
How/Can I report this lose? stanleycr1 Sole-Proprietorship 0 01-27-2010 11:45 PM
where do I report foreign income? anninohio Income 0 02-16-2009 04:31 PM
Should I report to IRS that I bought a house? simio Miscellaneous 1 01-31-2007 01:19 AM
How do I report income from my partnership? terryhall Income 1 01-26-2007 11:06 AM

Follow us on Facebook Follow us on Twitter Google Buzz Rss Feeds

» Categories
 
Individual
 » Income
 » IRA/Sep
 » Medical
 
Corporations
 » Payroll
 
Forum for CPAs
 
Financial Planning
 
 
 

» Recent Tax Q&A
No Threads to Display.