Sue52
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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 ...
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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...
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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...
Activity Feed for Sue52
- Posted Re: Mistakenly deposited ROTH IRA securities litigation check to checking account on Get your taxes done using TurboTax. 2 hours ago
- Posted Re: Mistakenly deposited ROTH IRA securities litigation check to checking account on Get your taxes done using TurboTax. November 1, 2025 6:02 AM
- Posted Mistakenly deposited ROTH IRA securities litigation check to checking account on Get your taxes done using TurboTax. October 31, 2025 12:02 PM
- Cheered Re: Paying student loans with 529 plan for Hal_Al. November 18, 2021 4:28 PM
- Posted Paying student loans with 529 plan on Education. November 18, 2021 10:26 AM
- Posted Re: AOTC usage / 529 overage on Education. November 16, 2021 3:10 PM
- Posted 529 withdrawal / Beneficiary full-time unemployed student on Education. November 16, 2021 3:05 PM
- Posted AOTC usage / 529 overage on Education. November 16, 2021 1:35 PM