I'm getting a fix on state with holdings can not be greater or equal to gross distribution. I've retyped the amount 10 times.
Do I have to file taxes for an irrevocable trust that had no income? IRS States at least $600, but there is a net loss.
For a 1099-R, box 4a withholdings can not be greater than or equal to gross distribution the Holding is less than the gross dist. Why is this coming up as a review, TY
For a gifted stock ETF that pays qualified dividends, can the days the donor held the stock before gifting it be counted towards the greater than 60 day holding requirement necessary to categorize the next dividend as qualified?