ChrisSwimmer
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Thank you for your response. It matches what I thought but wasn't sure. Now, I have been having trouble convincing the annuity company to send me a 1099-R. I'm ...
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OK, that makes sense now. I received incorrect information from an advisor to make an IRA QCD at my current age. Too late to correct the donation done in 2020. ...
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My birthdate is in 1954 and I have the same problem with no questions regarding QCD after I enter my 1099R data. The software glitch may go further than just 19...
Activity Feed for ChrisSwimmer
- Posted Re: IRA Annuity Roth Conversion on Retirement tax questions. March 13, 2024 7:27 AM
- Posted IRA Annuity Roth Conversion on Retirement tax questions. March 10, 2024 10:07 AM
- Posted Re: Why doesnt IRA entry ask re QCD distrib, so nontaxable? Taxpayer Birthdate is correct 7/2/49 ... on Retirement tax questions. April 12, 2021 1:35 PM
- Cheered Re: Why doesnt IRA entry ask re QCD distrib, so nontaxable? Taxpayer Birthdate is correct 7/2/49 ... for MinhT1. April 12, 2021 1:34 PM
- Posted Re: Why doesnt IRA entry ask re QCD distrib, so nontaxable? Taxpayer Birthdate is correct 7/2/49 and 1099-R notes distribution is from an IRA. Using Premier Online. Fix? on Retirement tax questions. April 12, 2021 12:06 PM