About hessle

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Re: Roth Conversion 1099-R Entries

I'm in my 70s. Still don't know if I have added the 1099's correctly in TurboTax. I have asked my broker why I didn't get one 1099 with a Roth IRA conversion gr...

hessle

Updated Mar 08, 2023
Re: Roth Conversion 1099-R Entries

I have not received a response to my question. I would like to know if the above two screen shots are correct.

hessle

3

Updated Mar 08, 2023
Re: Roth Conversion 1099-R Entries

I'd like to know if the screen below is correct for the $50K 1099-R:Andthe screen below is correct for the $8139 1099-R:

hessle

4

Updated Mar 08, 2023
Re: Joint Investment Account - Who pays taxes?

In my case, my mother's SSN is on the 1099. My mother claims it as her income. Do my sister and I have to claim anything?

hessle

6

Updated Mar 07, 2024

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Date Registered	‎February 13, 2021 12:29 PM
Date Last Visited	‎February 26, 2024 5:03 PM
Total Messages Posted	5

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