guitarbruce
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Thankfully it was created on 1/5/17 and no Form 5498 was sent in yet.
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Thank you all for your good advice. Based on that advice and what I've read on the IRS documents, I have an illegitimate Inherited IRA. I've called the company ...
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Unfortunately, it appears the receiving trustee erred in accepting the funds as a legitimate transfer. I now have to figure out how to resolve this fiasco of an...
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Thank you for your response. Attaching a letter would require not using TurboTax for online filing. Is that your suggestion? For confirmation, Form 1040 Line 15...
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Well, therein lies the problem. The bank that held the IRA was told I was transferring it to an Inherited IRA (which I now have) and sent me a check. I took the...
Activity Feed for guitarbruce
- Posted I e-filed my federal 2017 taxres. Do I need to send any federal forms to Kansas when I mail in the state forms? on Get your taxes done using TurboTax. June 6, 2019 8:48 AM
- Posted Thankfully it was created on 1/5/17 and no Form 5498 was... on Retirement tax questions. June 6, 2019 3:14 AM
- Posted Thank you all for your good advice. Based on that advice... on Retirement tax questions. June 6, 2019 3:14 AM
- Posted Unfortunately, it appears the receiving trustee erred in... on Retirement tax questions. June 6, 2019 3:13 AM
- Posted Thank you for your response. Attaching a letter would req... on Retirement tax questions. June 6, 2019 3:13 AM
- Posted Well, therein lies the problem. The bank that held the IR... on Retirement tax questions. June 6, 2019 3:13 AM
- Posted Received a 1099R for an IRA I inherited and transfered to an inherited IRA. Box 2 and 2a both have the total amount? Should 2a have anything other than 0? on Retirement tax questions. June 6, 2019 3:13 AM