How do I amend a return that I reported $17k and forgot to report an indirect rollover of $7k into an IRA with a different financial institution.
Corrected 1099-R's for both Traditional and Roth 401K Distributions. Now the Traditional IRA has Roth money.
I'm the plan administrator for a self directed 401K. My financial institution does not issue a 1099R for this account. How do I report my RMD? do I just create, in TT, a 1099R as if it came from my financial institution ? TY
I am getting my part of my husbands pension they want to know the financial institution but which the pension fund or my bank ? neiter name comes up