Q.
Who will receive a 1099 Consolidated form?
Are tax documents available as eDocs?
What should I know about "Qualified Dividends" Box 1B?
What kinds of securities do not get 'qualified' treatment?
Why do I see some of my dividend payments in the 1099-MISC section?
What is Form 1099-C?
Why can’t I match my 1099 to my monthly statements?
Will H&R Block Financial Advisors mail Schedule K-1 for my Master Limited Partnership (MLP) or Limited Liability Company (LLC) investment?
What should I do if I believe that my 1099 requires a correction?
On my 1099-OID REMIC, why doesn’t the amount of interest income reported agree with the amount of cash I received?
What is OID?
Where do I report OID on my tax return?
Does OID affect my cost basis?
What are ReCons and REXs?
Does H&R Block Financial Advisors report the accrued interest I paid on my bond investment?
I have received dividend information directly from a mutual fund or REIT that differs from what I received from H&R Block Financial Advisors, Inc. Why does this happen and what should I do?
I own shares in a money market fund that invests in U.S. government securities. Is a portion of my dividend income exempt from state income tax?
I’m not a U.S. citizen or a resident of the U.S. Am I subject to withholding taxes on income that I receive from H&R Block Financial Advisors?
I own shares in a mutual fund. A dividend was posted to my account in January 2006, but was declared in 2005. Is this dividend reportable for 2005 tax purposes?
Why does my Form 1099 for Unit Investment Trusts not match my monthly statements?
My Form 1099 indicates that I paid a "foreign tax." What does this mean?
Do I have to pay taxes on the proceeds of stocks or bonds I sell?
What is the most common reason for IRS audit notices of brokerage clients?
Who will receive a tax reporting form?
If I have not received my 1099-R or 1099-Q by mid-February, what should I do?
What should I do if I believe that my 1099-R requires a correction?
Why did I receive a 1099-R, reporting a taxable IRA distribution that I later rolled over into another qualified account within the required time period?
Why did I receive a 1099-R and 5498, reporting a taxable IRA distribution (conversion) that I later recharacterized back?
Do I need to attach a copy of Form 1099-R to my tax return?
I completed a traditional-to-Roth IRA conversion in 2005. Which tax forms can I expect to receive?
I transferred IRA funds from my bank to H&R Block Financial Advisors, Inc. Will I receive a form reporting this transaction?
Where can I find the December 31, 2005 Fair Market Value of my retirement account?
What does the checkmark mean in Box 11 of Form 5498?
Is Form 5498 needed to file my tax return by April 15?
I withdrew an excess contribution from my IRA last year. Why doesn’t my Form 5498 reflect the correct contribution amount?
How are SEP-IRA and/or SIMPLE IRA contributions reported on my Form 5498?
What types of contributions are reported on my Form 5498?
I made an Education Savings Account contribution for my child. Will I receive a Form 5498?
I have made nondeductible and deductible contributions to my IRA. Why doesn’t my Form 5498 list the breakdown of these contributions?
Are there any investments that have adverse tax consequences if held within an IRA?
I made a premature IRA distribution where the 10% premature distribution penalty should not apply(i.e. first time home purchase, educational expenses, etc). Why doesn’t my Form 1099-R reflect this as the distribution reason?