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 ...
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...
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 ...
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...
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...