Questions tagged [form-1099]

For questions relating to the IRS tax form-1099. This does not include questions relating specifically to tax forms 1099-MISC or 1099-DIV, which have their own tags. This form is used to report the various types of income you may receive throughout the year other than the salary from an employer.

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U.S. Amending Tax - Should a 1040x be made if I forgot to include 1099-r but there is no difference in taxable income?

I was notified last year when I went to the tax office that I didn't include a 1099-r early distribution. This is the distribution in question: I am confused because the TurboTax UI shows my ...
2
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1answer
104 views

With which state/s must the payer file Form 1099-MISC?

I'm the president of a C corporation that's incorporated in Delaware. The C corp is physically located in Connecticut (where I live and work). My cofounder lives & works in Colorado. So, we have ...
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0answers
1k views

I had payroll deductions taken post-tax instead of pre-tax. What should I do?

Due to a paperwork mixup of my own doing (incorrectly added her as a domestic partner), a year's worth of insurance premiums paid on behalf of my wife were deducted post-tax instead of pre-tax. The ...
2
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1answer
341 views

Is self-employed work performed out of state for a California organization “California source income?”

I recently received a request from the California Franchise Tax Board saying that they believe I need to file a tax return. I am a sole proprietor programmer, with a client in California who paid me ...
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0answers
69 views

1099'd Telecommuter - I work by phone from SC with CA company - who gets state tax?

I am a 1099'd telecommuter that used to live in California. I moved to South Carolina in 2017. I need to file 2017 taxes with 4 months in CA, 8 months in SC. In 2018 I will need to file 12 months in ...
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417 views

Both 1042-S and 1099-R received

I received both 1042-S and 1099-R forms from my pension fund. When I inquired as to why I got the 1042-S, they indicated that the 1042-S reports the pension income I received before they received my W-...
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0answers
52 views

Are individuals required to report payments to independent contractors (1099) to CA EDD?

A friend is issuing 1099-MISC as an individual for payments to an independent contractor over $600 during last year. Should he also report those payments to CA state?
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1k views

Can I claim tax withheld on form 1042-S on form 1040

I moved from US to India on 8/2011. I was in India through the end of 2011. In 1/2012 I moved back to US. Fidelity has provided me with a form 1042-S. It looks like the equivalent of form 1099 for non-...
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69 views

HELP w-2 and 1099 during a divorce

In the middle of a divorce were we owned a company contracted with another to provide management and advisory. I was also employed as an employee for same company we contracted with. We split last ...
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1k views

How to report a 1099-MISC in a Qualified Joint Venture

"A qualified joint venture is a joint venture involving the conduct of a trade or business, if (1) the only members of the joint venture are a husband and wife, (2) both spouses materially participate ...