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Stique99
Level 2
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  • You are correct, ($1199 if I recall correctly is figured as the basis) but because there is a return amount in all but the full distribution, the yearly loss is...
    Stique99
    Updated Mar 23, 2021
  • jimshepherd was correct in assuming I was not an "eligible" person. Then as ColeenD3 suggested I did some WFI's with the TT program using hypothetical numbers. ...
    Stique99
    2
    Updated Mar 23, 2021
  • Thank you very much for your reply, I will follow your suggestion. What If's are a valuable tool.
    Stique99
    3
    Updated Mar 23, 2021
  • Thank you very much for your reply. Of course once I pushed post, I thought of one more piece of info that may have bearing. My son used only after tax dollars ...
    Stique99
    4
    Updated Mar 23, 2021
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