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I've been a tax preparer for 7 years and this is something that confuses a lot of people. Here's the simple version: Year 1 (2020): Report the full distribution on Form 8915-E and elect to spread it over 3 years. You pay tax on 1/3 of the amount. Year 2 (2021): Complete Form 8915-E again, referencing your original distribution. Pay tax on the second 1/3. Year 3 (2022): Complete Form 8915-E one last time. Pay tax on the final 1/3. You don't need a new 1099-R each year. The original 1099-R from 2020 is documentation for the entire distribution.

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Julia Hall

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Does this also apply if the distribution was from a Roth IRA? I took money out in 2020 but thought Roth distributions aren't taxable anyway?

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For Roth IRAs, it's a bit different. If you've had the Roth for at least 5 years and are over 59½, then qualified distributions are tax-free. However, if you took an early distribution from a Roth in 2020 that would normally be partially taxable (like earnings withdrawn before 5 years), you could still use Form 8915-E to spread any taxable portion over 3 years. If your Roth distribution was entirely from contributions (not earnings), then it wouldn't be taxable regardless, and the 3-year spread wouldn't apply since there's no tax to spread.

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Arjun Patel

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I'm seeing conflicting advice online about the 8915-E. Some sites say we need to file it for 2021 but others say we should use 8915-F instead. Which is correct?????

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Jade Lopez

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Form 8915-F is the new form for reporting qualified disaster distributions in 2021, but it's for NEW disaster distributions. If you're reporting the SECOND year of a 2020 coronavirus distribution that you already started reporting on 8915-E, you continue with 8915-E for all three years.

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Mei Lin

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In case this helps anyone else - make sure you're looking in the right place for your tax documents on Robinhood. They're not under the same menu as your regular statements. To find tax documents: 1. Go to Account 2. Select Statements & History 3. Choose Tax Documents (not Trade Confirmations) 4. Select the tax year Also, Robinhood sometimes releases tax forms in batches depending on the complexity of your investments. Crypto forms often come first, then stock forms later. If you had any complex situations (wash sales, corporate actions, etc.), your stock forms might be delayed until March.

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Do you know if there's a way to see if my forms are still being processed or if they're just not going to send them? The tax deadline is getting closer and I'm getting nervous.

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Mei Lin

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You can check the status of your tax forms by going to the Tax Documents section I mentioned and looking for a notice about "Remaining Forms." Robinhood usually indicates if you have forms that are still being processed. If there's no indication of pending forms, you may want to contact support directly. Another option is to look at your "Account Statement" for the year - it will show all your activity including stock trades and dividends. While not a substitute for official tax forms, it gives you the information you need to report your taxes properly.

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Something similar happened to me last year. Did you have very minimal stock activity? If your total proceeds (not profits, but total sales) were under $20, Robinhood might not generate a 1099-B for stocks. Either way, you still need to report the income. Download your account statements and manually enter the information. It's a pain but better than getting a letter from the IRS later!

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This is terrible advice. The threshold isn't $20 for stock sales reporting. Brokers are required to report stock sales on 1099-B regardless of amount. The $20 threshold is for interest income on 1099-INT.

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Oliver Weber

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Just a heads up - you should also check if you received a CP12 notice. That's the standard IRS notice when they make math corrections to your return. Sometimes these can get lost in the mail or look like junk mail (they come in those windowed envelopes that look like bills). You can also create an account on the IRS website to view all notices they've sent you electronically. Go to irs.gov/account and set up an online account. It takes a bit of verification, but once you're in, you can see all correspondence, payment history, and even get transcripts of your tax records which will show exactly what was changed.

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Ava Martinez

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I actually just checked my mail more carefully and found a letter from the IRS that I thought was junk! It's a CP12 like you mentioned. Looks like they disallowed part of my Schedule C deductions because they said I didn't provide enough documentation. Is there a way to appeal this or provide the documentation now?

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Oliver Weber

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Yes, you absolutely can appeal this decision! The CP12 notice should include instructions for how to respond if you disagree with their adjustments. Typically, you have 60 days from the date of the notice to submit your appeal. To appeal, you'll need to write a letter explaining why you disagree with their adjustment and include copies (never originals) of any supporting documentation for the deductions they disallowed. This might include receipts, invoices, bank statements, credit card statements, or other records that prove these were legitimate business expenses. Make sure to reference your tax ID number and the CP12 notice number in your response.

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Something similar happened to me and it turned out to be an identity verification issue. The IRS sometimes flags returns for identity verification if anything looks unusual compared to your previous filing patterns. In my case, I had moved to a different state and had a new job, which triggered their system. They reduced my refund temporarily until I verified my identity. Had to call the special identity verification number (different from regular IRS customer service) and answer a bunch of questions.

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NebulaNinja

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This happened to my sister too! They held her whole refund for like 2 months. The annoying part was they didn't clearly tell her it was for identity verification - she only found out when she finally got through to someone on the phone.

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One thing nobody's mentioned is that some employers misclassify workers as 1099 contractors when they should legally be W-2 employees. The IRS has specific criteria for determining worker status. If your employer controls when, where, and how you work, provides your equipment, and you're doing core business functions, you might actually be an employee by law. In that case, they're avoiding payroll taxes by classifying you as a contractor.

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Rosie Harper

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How risky is it to bring this up with an employer though? I've heard horror stories of people getting fired for questioning their 1099 status.

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It can definitely be a delicate conversation. I recommend approaching it from an educational perspective rather than an accusatory one. Share what you've learned about the differences and express your concerns about proper classification. If you're worried about potential backlash, gather information about your specific situation first. The IRS has Form SS-8 that you can file to request a determination of worker status, and they'll evaluate whether you should be classified as an employee or contractor. This gives you official backing if you need to address it with your employer.

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Have you calculated how much you'd save in taxes by switching to W-2? For me, the difference was about 7.65% of my income (the employer portion of FICA) minus whatever business deductions I was taking. If your business deductions are minimal, you're almost certainly better off as W-2.

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Demi Hall

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Don't forget that as a W-2 employee, you also get unemployment insurance protection and workers' comp coverage. Those benefits have real value even if they don't show up directly in your paycheck.

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Aidan Hudson

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Have you checked with a local CPA who specializes in estates and trusts? They often have early access to draft forms and can give you guidance specific to your situation. I had a similar issue with my dad's estate last year and our CPA was able to get everything ready before the forms were officially published. Their software gets updated earlier than the public IRS site.

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I hadn't thought about that. Do CPAs typically charge a lot for this kind of consultation? I'm trying to keep costs down for the beneficiaries since the estate isn't huge.

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Aidan Hudson

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Most CPAs will offer a free initial consultation, especially for something straightforward like this. If you just need guidance on when forms will be available and how to prepare, that might be all you need. If you decide to have them handle the actual 1041 filing, costs typically range from $600-1200 depending on complexity and your location. If budget is a concern, another option is to check with your local library or community college - many offer free tax clinics staffed by accounting students and professionals during tax season. They often can handle trust returns if they're not extremely complex. This approach might save you significant money while still ensuring everything is filed correctly.

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Zoe Wang

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Does anyone know if there are expected changes to the K1 1041 form for 2024? I heard rumors about additional reporting requirements for cryptocurrency transactions in trusts. My husband's family trust had some bitcoin that was liquidated and I'm worried about how to report it.

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There are indeed new crypto reporting sections expected on several tax forms including the 1041 for 2024. The IRS has been expanding their digital asset compliance focus. If the trust liquidated bitcoin, you'll need to report it as a capital asset sale with basis information. The draft instructions released in November mentioned this specifically.

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