FORMS
A tax form that is produced from a taxable account
What is a 1099 Composite?
April 15th, 2020
What is the Tax Filing Deadline?
Cost Basis
Who is CRSS?
Equity Transaction History/Cost Basis
What is LTXN?
Giving 3rd Party Access (TurboTax, Quicken, ETC..)
What is Enable OFX Third Party Access?
1099-R
What is an IRA Tax Form?
October 15th, 2020
What is the Extended Filing Deadline?
SEP 1099-R
Who is Retirement Services?
IRA Contributions/Distribtuions
What is IRAS?
5498 Tax Filing
What is Not Needed to File Taxes?
Form 5498
What is an IRA Contribution form produced in Late May?
February 15th, 2020
What is the 1099 Composite due date to client?
1099 Div/Int
Who is TRET?
RMD Information
What is RMDS?
Age 72
What is the new age you have to take your RMD (according to The Secure Act)?
You have until the business tax filing deadline
SEP/SIMPLE IRA Contribution Deadline
Tax Withholding Elections for IRA
Who is your CPA/Tax Professional?
Total Misc. Income Posted
What is MIST?
Client's receive K1 and send to Schwab
What is Understanding the Schedule K-1 and UBTI?
1099 Correction Mailings
What is Starting February 26th, Corrections are generated every two weeks, then weekly from 3/26-4/16.
July 31st, 2020
What is the Alabama, Iowa, and Nebraska filing deadline?
Schedule K1
Who is the Limited Partnership?
Average Cost Basis Reporting
What is ACBR?
What is Ordinary Income (Short Term) vs 0%,15%,20% (Long Term)?