There is no reason for another 1099R. The financial institution issues the 1099R for the total amount distributed from the IRA account during the past year. TT ...
Thanks for this answer. Even if you return only part of what would have been your RMD to the IRA, you must check the box indicating that none of this distributi...
1099R for distribution from traditional IRA. Taxable amount not determined checked, taxable amount = grossdistribution, distribution code 7, IRA box checked.Par...
The instructions for line 1 of form 8962 include the following definition of "Tax Family". Since the taxpayer is not included in the parent's tax family how can...
