I think you have some misunderstanding about the nature of this trust. I suspect that your father had a revocable living trust, in which case your father would ...
March 16, 1998 in that example was the due date for a corporation using a calendar tax year to file its 1997 tax return.Yes, your individual 2024 the tax return...
The result suggests that you reported a Roth conversion, not a recharacterization. If the Form 1099-R has code 1, 2 o 7, the financial institution processed a R...
Correct. In this case the distribution was made before the 6-month extension period, not during the 6-month extension period.See section 301.9100-2(b):https://w...
As long as you are diligent about paying off the loan such that you never cause a deemed distribution, a loan from the 403(b) makes more sense than making a Rot...
