About Sue52

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Re: Mistakenly deposited ROTH IRA securities litigation check to che...

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 ...

Sue52

Updated Dec 31, 2026
Re: Mistakenly deposited ROTH IRA securities litigation check to che...

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...

Sue52

2

Updated Dec 31, 2026
Re: AOTC usage / 529 overage

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...

Sue52

Updated Nov 16, 2021

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Date Registered	‎November 16, 2021 1:18 PM
Date Last Visited	Saturday
Total Messages Posted	7

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