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AFSP Record of Completion. AARP Tax-Aide (TCE) volunteer since 2011. TurboTax user since 1990. Forum/Community member since 2004.

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Re: If I receive $103.07 from my Merged Hourly Pension Plan every mo...

What is the question you are trying to answer? We can't see your screen. AmyC is guessing that the question is "Did you receive payments from this retirement ac...

rjs

Updated avr. 03, 2025
Re: How do I get IRS to explain why they have audited me?

If it is actually an audit, the IRS will tell you what items on your tax return they are auditing, but they will not tell you why. They do not discuss what crit...

rjs

Updated avr. 03, 2025
Re: form 1040-sr line 36 - apply refund to estimated taxes

Go to Federal Taxes > Other Tax Situations. On the Other Tax Situations screen, under Additional Tax Payments, click the Start button for "Apply refund to next ...

rjs

Updated avr. 03, 2025
Re: Reporting1099B data

On the screen where you enter the stock sale, check the box near the bottom that says "I have other boxes on my 1099-B to enter." That will open a place to ente...

rjs

Updated avr. 03, 2025
Re: in my 2024 tax return savings interest income was factored in fe...

What exactly do you mean by "savings interest"? Is it interest from a savings account in a bank or credit union, or are you talking about interest from U.S. sav...

rjs

Updated avr. 03, 2025

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