I decided to file my taxes tonight. So here I am. I've got all my shiz spread out, I'm using TurboTax, and I'm pumped for the refund I should be getting. Only I had to stop halfway through because I'm so. confused.
1. I received a 3% employer match this year in July of 2009 for the 2008 tax year. This is the first distribution I've been qualified to receive, I haven't received any kind of related tax form, and I've go no idea how to report it. Also - reinvested dividends? Where do I report those?
2. Once again - Roth IRA dividends - reinvested. I understand it's "non-taxable" and I didn't receive anything but a year-end statement of accounts, but TurboTax is telling me I still need to report it? But only if I've got the 1099-DIV? But Vanguard says I'm not getting one? Basically, it's a head-scratcher.
3. Remember that bonus I received this year? My employer gave me a 1099-MISC with item 7 ("Non employee income") filled. In prior years, it had always been in box 3 ("Other income"). And just to rub it in, they used my OLD address. Anyway, I'm clearly an employee, so shouldn't it be box 3, or an entirely different thing all together?
My finances are INCREDIBLY simple at this point in my life, so why the hell am I having such a hard time?