User:Vtaylor/Tax prep

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


 * capital loss carryover (not charity) - schedule D - balance from $3000 https://www.irs.gov/taxtopics/tc409.html
 * itemized * medicare premium * auto added to medical, don't include in medical expenses * include sales tax as other tax - fl + county
 * volusia sales tax - fl 6.0 + county 0.5%  = 6.5%  http://www.tax-rates.org/florida/volusia_county_sales_tax


 * broker statement 1099-int * box 11 * box 12
 * 1099-int - treasury interest


 * foreign interest
 * 1099-r box 7 distribution codes ? 7 D - 2 separate


 * 1099-k - uber driver pay > schedule C self-employed