Hello dmertz ...Thank you for your very quick response!Box 7 Distribution Code is 7, Normal Distribution.Yes,the IRA/SEP/SIMPLE box is marked X.Seems like the I...
A very helpful answer, thanks! I also have a similar 1099-Div with 2e and 2f; it happens to be from a REIT.Intuit, aka TurboTax, could prevent many of these typ...
I'm unclear about "inherited" IRAs rules, but for a regular IRA taxable withdrawal (and/or Roth Conversion) , if you use the TT desktop version (I use Premier),...
First, thanks!This bears "checking out"!(Note: My next "Annuitization Opportunity" will be in mid next year (7/2022) and each year thereafter.)If I am understan...
