Loveretirement
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Dmertz, it was not a Roth IRA. We've decided to go to the bank and talk to the person that we dealt with to find out why the 1099-R is incorrect.
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No, it was my sister. She wanted to see if she got a different answer.
Activity Feed for Loveretirement
- Posted Thanks on Retirement tax questions. June 4, 2019 3:05 PM
- Posted Thanks on Retirement tax questions. June 4, 2019 3:05 PM
- Posted Dmertz, it was not a Roth IRA. We've decided to go to the... on Retirement tax questions. June 4, 2019 3:05 PM
- Posted No, it was my sister. She wanted to see if she got a diff... on Retirement tax questions. June 4, 2019 3:05 PM
- Posted My sister and I inherited our mother's IRA CD. We cashed it out. When we both received our 1099-R, the section that says Taxable Amount said $0. Isn't this incorrect? on Retirement tax questions. June 4, 2019 3:05 PM