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Posted by Mark Bole on December 24, 2007, 4:32 pm
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DonL wrote:
> Can my brother use the Tax form EZ for his federal taxes even though he
> has some retirement income?
>
> He was going to add the retirement from his 1099R to his wages and just
> show the total on the line that says "Wages".
>
He can't use 1040EZ, but he can use 1040A, the next simplest one. It
is strongly advised to NOT add the 1099-R amount to W-2 amounts, a
letter from the IRS will most likely ensue.
-Mark Bole
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