h86those7taxes8
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Thank you so much for your thoughtful response. I had to act 2 weeks ago and decided to liquidate. The partner indicated I will be receiving a final K1 showing ...
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ugggg.Not what I wanted to hear, but I really appreciate your time and thoughtful responses.Seems if the trust had liquated the assets, and then distributed to ...
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Does your answer apply when the assets are transferred out of an IRA in a living trust to a beneficiary/heir (me)?My mom passed away in 2020. This particular po...
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Fidelity will NOT correct 1099R for inherited assets. SO what is the mechanism by which I should correct taxable amount ( which should be the difference between...
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To build on these questions. Mom passed away in '20. Left everything in a trust that I share with three brothers under the trusteeship of older brother. I trans...
Activity Feed for h86those7taxes84ever
- Got Cheered for Re: Tax Decision I have to Make- $1 value sell-out for failing asset verses continuing K1. yesterday
- Posted Re: Tax Decision I have to Make- $1 value sell-out for failing asset verses continuing K1 on Retirement tax questions. Sunday
- Cheered Re: Tax Decision I have to Make- $1 value sell-out for failing asset verses continuing K1 for jtax. Sunday
- Posted Tax Decision I have to Make- $1 value sell-out for failing asset verses continuing K1 on Retirement tax questions. a week ago
- Posted Re: If 1099-R shows an amount in box 2a but it is not the correct taxable distribution amount, and box 2b is checked, can I adjust Box 2a or will I be flagged by the IRS? on Retirement tax questions. August 24, 2025 1:31 PM
- Cheered Re: If 1099-R shows an amount in box 2a but it is not the correct taxable distribution amount, and box 2b is checked, can I adjust Box 2a or will I be flagged by the IRS? for dmertz. August 24, 2025 1:29 PM
- Posted Re: If 1099-R shows an amount in box 2a but it is not the correct taxable distribution amount, and box 2b is checked, can I adjust Box 2a or will I be flagged by the IRS? on Retirement tax questions. August 23, 2025 2:35 PM
- Posted Re: If 1099-R shows an amount in box 2a but it is not the correct taxable distribution amount, and box 2b is checked, can I adjust Box 2a or will I be flagged by the IRS? on Retirement tax questions. August 22, 2025 1:29 PM
- Posted Re: 1099-R received for Inheritance. Any special treatment? on Get your taxes done using TurboTax. August 16, 2025 3:06 PM
- Posted Re: Trouble importing 1099 data from Fidelity on Get your taxes done using TurboTax. August 5, 2024 1:02 PM
- Cheered Re: Trouble importing 1099 data from Fidelity for fedmda. August 5, 2024 12:58 PM
- Posted Re: How do I successfully import my E*trade brokerage account data in Turbotax Home & Business 2020? on Get your taxes done using TurboTax. September 21, 2022 10:17 PM
- Got Cheered for Re: Is anyone else having trouble importing from E*Trade? I keep getting this: Something unexpected happened. Try again in a few hours. (101). February 10, 2022 7:49 PM
- Posted Re: Is anyone else having trouble importing from E*Trade? I keep getting this: Something unexpected happened. Try again in a few hours. (101) on Get your taxes done using TurboTax. October 20, 2021 12:25 PM
- Posted Re: How do I successfully import my E*trade brokerage account data in Turbotax Home & Business 2020? on Get your taxes done using TurboTax. October 19, 2021 4:28 PM
- Cheered Re: How do I successfully import my E*trade brokerage account data in Turbotax Home & Business 2020? for apkul. October 19, 2021 4:28 PM
- Cheered Re: Why can't I copy/paste passwords into the import brokerage logon screen? for tennisguy8888. October 19, 2021 2:28 PM
- Cheered Re: Why can't I copy/paste passwords into the import brokerage logon screen? for kbaybob. October 19, 2021 2:27 PM
- Cheered Re: Why can't I copy/paste passwords into the import brokerage logon screen? for dmk22. October 19, 2021 2:27 PM
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