Unfortunately, the payer would not speak with me directly so I had to contact an accountant. The accountant contacted Mom’s financial advisor and determined tha...
Who do I need to call? The financial advisor that told me this is not taxable? An accountant?I tried to call the payer and they referred me back to the fina...
My mom has two types of IRAs. One was traditional and one was a Roth. It even states on the form that it is a Roth IRA.I thought a 4 indicated inherited by deat...
The code in box 7 is: 4My mom has contributed to this Roth IRA for years (greater than 10).There is nothing in box 15a.What do I do now?Do I need to fill out a ...
