About frankloc76

Level 2

Member profile

Latest badges earned

Replies
Posts

Solved Re: Form 5329 still required for Non Qualified Annuity distribution?

dmertz--- I have to apologize for the original question and you spending time on answering. Something you said made me go back and look at the Annuity 1099 Form...

frankloc76

2

Updated Mar 18, 2024
Solved Re: Form 5329 still required for Non Qualified Annuity distribution?

Thank you DMERTZ--- you have all the answers. Typed Level 15 earlier by mistake. Regards

frankloc76

Updated Mar 18, 2024
Solved Re: Form 5329 still required for Non Qualified Annuity distribution?

And I do use the Downloaded Premier version. Apologize for multiple replies.Thanks again.

frankloc76

2

Updated Mar 18, 2024
Solved Re: Form 5329 still required for Non Qualified Annuity distribution?

But just to confirm-- I do load Code 7 D as it is on 1099 Form. But I plan to delete the 5329 when I e-File. Thanks.

frankloc76

3

Updated Mar 18, 2024
Solved Re: Form 5329 still required for Non Qualified Annuity distribution?

Thank you Level 15. You are the Best!

frankloc76

4

Updated Mar 18, 2024

Membership stats

Public Statistics

Date Registered	‎April 8, 2021 7:03 AM
Date Last Visited	‎March 25, 2024 9:44 AM
Total Messages Posted	10
Total Cheers Received	1

Quick links