Mindy, after seeing Hal_AI conflicting reply (below), it would seem that my son does not need to file after all. If he is not required to file, what is the impa...
Paperwork received does not clarify tax treatment on this class action distribution. What is the most conservative method to report? Just do 'Misc Income', and ...
Thank you for the response. In the worst case scenario, if I do nothing to fix the erroneous deposit, I have to report this as a Roth IRA distribution? And woul...
Thanks, Hal_AI. Wouldn't that be considered double-dipping because you received the $4K tax credit? Or, does that make the $4K a non-qualified distribution that...
