Brockly99
Level 2
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Thanks to both of you for replying. It makes a little more since now. Since part of the total distribution is made up of “after tax funds” and part is “before t...
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Thanks guys for all the good info and confirming what I considered were going to be major issues to deal with next spring unless fixed now while fresh in mind f...
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Yes, according to the records with the original custodian, they are showing it as a normal distribution rather than a transfer. I found this out when I went in ...
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Thank you. As suspected I'm getting fed a bunch of garbage by the custodian. I was told that the the IRS would get the Form 5498 in January and that it would st...
Activity Feed for Brockly99
- Posted Re: An inheritance and a 1099-R on Get your taxes done using TurboTax. February 3, 2024 11:00 AM
- Posted An inheritance and a 1099-R on Get your taxes done using TurboTax. February 2, 2024 3:19 PM
- Cheered Re: 1099-R forms - State ID No box for JamesG1. February 5, 2023 6:47 PM
- Posted 1099-R forms - State ID No box on State tax filing. February 4, 2023 11:38 AM
- Cheered Nickname for 1099-R entries (and other income sources) for mex_man. February 4, 2023 9:15 AM
- Cheered Form 8949 for RPL1953. January 31, 2021 2:09 PM
- Posted Re: Form 5498 requirement date to IRS on Get your taxes done using TurboTax. June 17, 2019 5:54 PM
- Posted Re: Form 5498 requirement date to IRS on Get your taxes done using TurboTax. June 17, 2019 8:33 AM
- Posted Re: Form 5498 requirement date to IRS on Get your taxes done using TurboTax. June 16, 2019 7:13 PM
- Posted Form 5498 requirement date to IRS on Get your taxes done using TurboTax. June 16, 2019 2:03 PM