spillanewkw
Level 2
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Thank you, macuser! Nothing for the RMD carries over for me and I've been using TT for many years. I will have to check if box 2b was checked in prior years. I ...
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Thank you, AGAIN, macuser! You helped with an earlier issue too (Custodial Account). Most of the RMD entries are similar to the Taxpayer info at the beginning o...
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Wow! Thank you again, macuser! Can't recall if we specified an age, and if it defaults to 18, then something is seriously amiss. Did your Trustee automatically ...
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Thank you, macuser, for that info and link. I checked the Nolo site with that link and CA (our state) says UTMA Custodial relationship ends b/t ages 18-25. So I...
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This is VERY interesting and thanks for sharing it! That was my impression too, although I didn't know the exact age custodianship would end. So I contacted the...
Activity Feed for spillanewkw
- Cheered Unfortunately, if your son must file a tax return and the... for AlanT. December 21, 2019 3:13 PM
- Cheered I think you need to talk to the account trustee. The acc... for macuser_22. December 21, 2019 3:13 PM
- Cheered Depends on the state ans state law. See this article: <... for macuser_22. December 21, 2019 3:13 PM
- Cheered I live in CA and we had custodial accounts for our grandc... for macuser_22. December 21, 2019 3:13 PM
- Posted Info Carryover for Inherited IRA? on Get your taxes done using TurboTax. December 21, 2019 3:09 PM
- Posted Thank you, macuser! Nothing for the RMD carries over for... on Retirement tax questions. June 4, 2019 2:33 PM
- Posted Thank you, AGAIN, macuser! You helped with an earlier iss... on Retirement tax questions. June 4, 2019 2:33 PM
- Posted Feedback: Could you please have the RMD data from an Inherited IRA carryover to the next year? on Retirement tax questions. June 4, 2019 2:33 PM
- Posted Wow! Thank you again, macuser! Can't recall if we specifi... on Get your taxes done using TurboTax. June 3, 2019 11:15 AM
- Posted Thank you, macuser, for that info and link. I checked the... on Get your taxes done using TurboTax. June 3, 2019 11:15 AM
- Posted This is VERY interesting and thanks for sharing it! That... on Get your taxes done using TurboTax. June 3, 2019 11:15 AM
- Posted Thank you, Alan! Does that apply even if the account is a... on Get your taxes done using TurboTax. June 3, 2019 11:15 AM
- Posted Can I report my 22yo son's 1099-DIV from a Custodial Account on my tax return if he must file his own return due to his earned income? (Want to keep Custodial secret) on Get your taxes done using TurboTax. June 3, 2019 11:15 AM