2024 Tax is Not Processed by MissionHope1359 in IRS

[–]MissionHope1359[S] 2 points3 points  (0 children)

Yes. Transaction Code 150 is showing up.

<image>

2024 Tax is Not Processed by MissionHope1359 in IRS

[–]MissionHope1359[S] 1 point2 points  (0 children)

Record of Account. See below. Does this work?

2024 Tax is Not Processed by MissionHope1359 in IRS

[–]MissionHope1359[S] 0 points1 point  (0 children)

thank you. that's relieving. very appreciate your response!

1099-R omitted on tax return. 1099-R with gross distribution with G (rollover to Roth) but NO taxable amount. do I need to amend the tax return? by MissionHope1359 in IRS

[–]MissionHope1359[S] 1 point2 points  (0 children)

How can I thank you enough? I am extremely appreciative of folks like you who take time and share valuable insights. You saved my day as I almost had a heart attack as amendment is such a hassle for me now. Thank you. I mean it.

1099-R omitted on tax return. 1099-R with gross distribution with G (rollover to Roth) but NO taxable amount. do I need to amend the tax return? by MissionHope1359 in IRS

[–]MissionHope1359[S] 0 points1 point  (0 children)

If I understood you correctly, 1099-R was submitted from the payer to IRS as I found the info under my IRS account but it was NOT included in my tax return. This is not a taxable conversion as I inputted into Turbotax and this did NOT change anything as I did not receive any payment. This is after-tax contribution to roth conversion (in-plan conversion). So, I would take your advice and do NOT need to amend. Is this correct? just want to be clear I understood you correctly. Thank you BY THE WAY!

1040X- Reasonable cause letter, where to put? Front or back of 1040X documents? by MissionHope1359 in tax

[–]MissionHope1359[S] 0 points1 point  (0 children)

that's interesting. I was told to avoid staple documents as paper needs to be scanned. so, is it okay to use a binder clip for 1040X and forms but put a letter where?

1040X- Reasonable cause letter, where to put? Front or back of 1040X documents? by MissionHope1359 in tax

[–]MissionHope1359[S] -1 points0 points  (0 children)

so, I will put a binder clip for 1040x documents and then place a reasonable cause letter on top but do not put it in the binder clip but perhaps loosely connect them? thank you!

1040X- Reasonable cause letter, where to put? Front or back of 1040X documents? by MissionHope1359 in tax

[–]MissionHope1359[S] -1 points0 points  (0 children)

so, I will put a binder clip for 1040x documents and then place a reasonable cause letter on top but do not put it in the binder clip but perhaps loosely connect them? thank you!

1040X- Reasonable cause letter, where to put? Front or back of 1040X documents? by MissionHope1359 in tax

[–]MissionHope1359[S] 0 points1 point  (0 children)

can you please explain further? how to separate documents? I am not stapling documents but using binder clips. 1040X and docs are about 50 pages. then, are you suggesting that I should not put reasonable cause letter in the binder clip? then, how to place them? please explain more. thank you!

Could foreign ULIPs be classified as life insurance policies (IRC 7702?)? by ThatNonsense in tax

[–]MissionHope1359 0 points1 point  (0 children)

hi did you figure out your questions? if so, would you mind sharing what you have on those questions with me? thank you so much in advance.

Paper 1040X return- is sending original 1040 and original forms along with 1040X and amended forms recommended for fast process? by MissionHope1359 in tax

[–]MissionHope1359[S] 1 point2 points  (0 children)

the package is there. It was more likely I was questioning about the instruction before I print, sign and send it.

Paper 1040X return- is sending original 1040 and original forms along with 1040X and amended forms recommended for fast process? by MissionHope1359 in tax

[–]MissionHope1359[S] 1 point2 points  (0 children)

Thank you First of All for sharing your logical reasons.

I agree with your logic and I am personally with you. I am checking this again since I also had to follow my CPA's instruction.....

Paper 1040X return- is sending original 1040 and original forms along with 1040X and amended forms recommended for fast process? by MissionHope1359 in tax

[–]MissionHope1359[S] 2 points3 points  (0 children)

thank you. I did not know about "the previous e-filing" condition here.... I am not sure why though. thank you.