State and Local Refunds – Form 1099-G
State and Local Refunds – Form 1099-G A refund of state or local income tax paid may in total or...
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Where Do I Enter....In The Tax Program
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Interest or Dividends (Less than $1500)
If the total of all interest and/or dividends received is less than $1500, do not file Schedule B with the... -
Form 1099-R and Form RRB-1099-R (IRA/Pension Distributions)
To Enter Form 1099-R in Keystone Tax Solutions Pro, from the Main Menu of the tax return (Form 1040) select:... -
Form 1099-R – Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 1099-R – Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., is a source document that is sent... -
Form 1099-INT – Interest Income
Form 1099-INT is used to report interest and the information provided may be different for covered/non-covered transactions. For covered securities... -
Form 1099-R – Distribution Due to Disability
When a taxpayer becomes disabled before they reach age 59 1/2, the taxpayer can receive a distribution from a traditional... -
Form 1099-R – Distribution Due to Death of a Plan Participant
When an individual taxpayer inherits a traditional IRA from anyone other than their spouse, the taxpayer cannot treat the inherited... -
Covered and Non-Covered Securities
In 2008, Congress passed legislation requiring brokers to report the adjusted cost basis for taxable accounts to the IRS and... -
Medicaid Waiver Payments – Notice 2014-7
Starting in 2014, certain payments that a taxpayer receives from certain state agencies, the foster care system or Medicaid for... -
Other Adjustments Menu
The Other Adjustments menu contains several adjustments that are deducted from income to calculate Adjusted Gross Income. The available adjustments...