5spice
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update: I contacted both banks. bank-A coded it as a "distribution" and bank-B coded it as a "transfer". bank-A did not withhold any taxes. I think it will end ...
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Thank you. If this ends up being characterized as a rollover, and the "distribution" was put into the new IRA account immediately (less than 60 days), is this d...
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In fact, after going through all of my paperwork, I did find as dmertz noted, the 1099-R's associated with these two "distributions". They were both non-taxable...
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found this on the irs site (pub 551) which is what bsch4477 says: In community property states (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas...
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When you say "for CA" do you mean CA state taxes are the total asset whereas for federal it's just the deceased portion, 50%? Are mutual funds and savings bonds...
Activity Feed for 5spice
- Cheered Re: reconciling RSA sale: 1099-B, W2-box14 and brokers supplemental statement for RobertG. April 28, 2020 4:40 PM
- Posted reconciling RSA sale: 1099-B, W2-box14 and brokers supplemental statement on Get your taxes done using TurboTax. April 26, 2020 4:50 PM
- Posted As a trustee and executor of a trust, can I "settle" the financial portion of a trust on my own? on Get your taxes done using TurboTax. August 11, 2019 12:06 PM
- Cheered Re: Is a distribution triggered by writing a check from one IRA account to another IRA account? for dmertz. July 27, 2019 10:35 AM
- Posted Re: Is a distribution triggered by writing a check from one IRA account to another IRA account? on Retirement tax questions. July 5, 2019 11:11 AM
- Cheered Re: Is a distribution triggered by writing a check from one IRA account to another IRA account? for Critter. July 5, 2019 10:14 AM
- Cheered Re: Is a distribution triggered by writing a check from one IRA account to another IRA account? for Critter. July 4, 2019 8:31 PM
- Cheered Re: Is a distribution triggered by writing a check from one IRA account to another IRA account? for macuser_22. July 4, 2019 8:31 PM
- Cheered Re: Is a distribution triggered by writing a check from one IRA account to another IRA account? for SweetieJean. July 4, 2019 8:31 PM
- Posted Re: Is a distribution triggered by writing a check from one IRA account to another IRA account? on Retirement tax questions. July 4, 2019 1:00 PM
- Posted Is a distribution triggered by writing a check from one IRA account to another IRA account? on Retirement tax questions. July 3, 2019 10:23 PM
- Posted In fact, after going through all of my paperwork, I did f... on Retirement tax questions. June 3, 2019 6:16 PM
- Posted Do I have to report on my taxes that I made an In-Service Withdrawal from my company roth-401k and traditional-401k to my roth-IRA and traditional-IRA at a brokerage? on Retirement tax questions. June 3, 2019 6:16 PM
- Posted found this on the irs site (pub 551) which is what bsch44... on Investors & landlords. June 1, 2019 12:03 PM
- Posted When you say "for CA" do you mean CA state taxes are the... on Investors & landlords. June 1, 2019 12:03 PM
- Posted Can I get a step-up basis on a mutual fund sale (we owned together in CA) when my husband is deceased? on Investors & landlords. June 1, 2019 12:02 PM