But then the Form 5498 shows a different amount. For example. In 2020 the 1099-R form shows $10,000.44 in gross distribution and also as the taxable amount, but...
I think so. He kept every scrap of paper ever! I copied the 2020 things that he had in the folder. There were no federal taxes withheld for either. I’m assuming...
Only social security and very little interest and small MRD. But that’s kinda what I figured. That I would have to go back and file a joint return for them for ...
But won’t they still want the taxes that he would have owed for the traditional IRA conversion to the ROTH? My Mom is still alive and they filed jointly (for al...