When the form is required, it can be filed sooner than your tax return, as the two are filed separately.The threshold for the reporting is for each of you indiv...
You will have to change the status of the ownership to remove the "joint" designation in TurboTax.For purposes of your tax return filing, it is referring to who...
I would start by reaching out to the bank to ask them to correct the 1099-R. If the funds were given to the grandson, the 1099 should have been in his name.If ...
If the donation wasn't triggered until her death, it is possible that it would be considered a donation from her estate. That may have some legal nuances to it ...
Carryovers are kept in both AMT and "regular" tax whether or not you hit AMT. You must prepare both forms, every year that you claim a foreign tax credit. The L...