marisacortinas
Level 1
Member profile
- Replies
- Posts
-
OK. Great. One final question (I hope).In order to follow up on the possibility of a 1099R being issued, should I be calling the original financial institution ...
-
Thank you for your response.Just to be perfectly clear... when you say "if the direct rollover was made as a trustee-to-trustee transfer", this means directly f...
-
Thank you again for your help.I ran down to my credit union and they took care of the problem with no hesitation.
-
Thank you for the response.Since this is a Roth IRA CD I locked into for 18 months, will I be allowed to withdraw the excess now?
Activity Feed for marisacortinas
- Posted 1099 R on Get your taxes done using TurboTax. March 1, 2022 2:29 PM
- Got Cheered for Thank you for your response. Just to be perfectly clear..... May 16, 2021 11:35 AM
- Posted OK. Great. One final question (I hope). In order to foll... on Retirement tax questions. June 7, 2019 3:02 PM
- Posted Thank you for your response. Just to be perfectly clear.... on Retirement tax questions. June 7, 2019 3:02 PM
- Posted I have a traditional IRA rollover but did not receive a 1099R to report it. How do I handle this? Where exactly in the program is this handled? on Retirement tax questions. June 7, 2019 3:02 PM
- Posted Thank you again for your help. I ran down to my credit u... on Retirement tax questions. June 1, 2019 12:37 AM
- Posted Thank you for the response. Since this is a Roth IRA CD... on Retirement tax questions. June 1, 2019 12:37 AM
- Posted Is a Roth IRA CD treated the same as a Roth IRA when filing income tax return? on Retirement tax questions. June 1, 2019 12:37 AM