thank you macuser_22! you have been a great help!take care and I hope to use your knowledge in possible future tax questions.Have a great year and continue to s...
thanks for all your help.Last question - In 2020 I rolled over a ROTH IRA from Schwab to a ROTH IRA at Edward Jones, should I have received the 1099-R showing t...
Ok so the insurer messed up with the codes and I highly doubt they will correct it.So I will include on my 2020 1099-R so the amount of $3666 will be added to t...
That is the publication and page I have been reading. I swear I will get this. I am determined.A excess made *for* 2019 that is returned *in* 2019 would have a ...
Recap1. mail in 1040X with Form 8606 - got it!2. What's confusing is the code P and 8. I never received a 1099-R with a code P in box 7, just a code 8 in box 7 ...
