Finally I grasped the issue! YES years ago we did have pre-tax contributions to our IRA accounts (filed on form 8606). Our pre and post tax contributions were c...
We did not have any after-tax contributions. There is nothing on the 1099-R which would suggest that. The RMD distributions all came from IRA/SEP/Simple plans--...
CORRECTION-- 1040: Line 4a is the correct RMD amount. Line 4b should be $2KLESS - from a $2K QCD. Instead there is a $9K discrepancy.The discrepancy is coming f...
1040: Line 4a is the correct RMD amount. Line 4b should be $2K - a $2K QCD. Instead there is a $9K discrepancy.This discrepancy is coming from Form 1099-R Summa...
