Hal_Al - just what I was looking for, thank you.For anyone else researching Coverdale transfers, the IRS instructions for form "5498 -Coverdell ESA Contribution...
I read that before posting my question. Transferring to a child, niece, nephew, etc. is clearly ok. Don't see grandchild mentioned. Doubt it's ok, but posted qu...
Tried calling IRS number from the letter, can’t get through. In mean time, I’ve sort of backed into root of problem. I had a SS lump sum distribution paid and t...
The sentence I quoted was the "detailed" letter from IRS (titled "Changes to your 2020 Form 1040SR). Nothing telling me the nature of the "error in the computat...
