I think EJ just plain messed up based on what you have said.As indicated above, my mother did not receive a 1099 for the IRA (traditional or roth) and the form ...
it is definitely a Roth.I converted it from traditional in Feb 2018 knowing my mothers health and that she would have no tax consequences.She was 95 when she pa...
Yes, she passed in 2018.Custodian said RMD should have been taken out prior to distribution to beneficiaries and processed it from Roth after in my name.Used an...