Roger Jellison

Roger Jellison
Roger is a seasoned finance and accounting professional with 8 years of public accounting and over 25 years of private company experience in a broad range of industries including manufacturing, distribution, technology (software, hardware, and telecom), construction, and services.

How Do I Enter Form 8862?

How Do I Enter Form 8862?

screen, check the box next toI/we got a letter/notice from the IRS telling me/us to fill out an 8862 form to claim the Earned Income Credit. You can use the steps below to help you get to where to fill out information for Form 8862to add it to your tax return. Try TurboTax software. If you’re not satisfied, return it within 60 days of ...

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Child Tax Credit

Child Tax Credit

That goes for agreements and contracts, tax forms and almost any other document that requires a signature. The question arises ‘How can I e-sign the form I received right from my Gmail without any third-party platforms? ’ The answer is simple – use the signNow Chrome extension. With signNow, you can e-sign as many files in ...

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8615 Instructions

8615 Instructions

Children who have unearned income that’s subject to the kiddie tax must file a Form 8615 with their 1040 tax return. While there have been other changes to the kiddie tax over the years, the Tax Cuts and Jobs Act of 2017 changed the rules for applying the kiddie tax. Under the TCJA, a child’s investment income wasn’t taxed ...

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Turbo Tax And Form 8606

Turbo Tax And Form 8606

I guess that defeats the purpose of backdoor Roth. 1) My taxes owed jumps from ~3000 to ~7000 (fed+state). The next week I converted it to a Roth again for 2013. I’m told by Fidelity that I won’t receive a 1099-R for this because I made my contribution after Dec 31, 2013. If line 14 shows “0”, then in 2013 I have ...

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Instructions For Form 8379

Instructions For Form 8379

Generally, if you file Form 8379 with a joint return on paper, the processing time is about 14 weeks. If you file electronically, processing is reduced to about 11 weeks. Identify the type and amount. This income will generally be reported on the following lines. In column , include any income shown on your joint return from Form W-2. In ...

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