Username5
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@baldietaxPerfect, Thanks!!
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@dmertz You are correct about the entries I made on Form 1099-R. I was expecting something from the IRA Trustee but as you pointed out that is not a requirement...
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And one more point. The error in my return is, of course, entirely my own fault.I conflated 'withholding' and 'estimate'. This is likely because when doing the ...
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@dmertz: Thanks for the clarifications. On the 1099-R, the company listed my distribution as a single number, RMD + Conversion which is probably the correct pro...
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@baldietaxwrote:probably need to adopt the Annualized Income method on Form 2210 to show that the ES lined up with the correct quarterly timing for the income,T...
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