Thanks David, that’s my exact thoughts. Leave it to these Brokers to add additional confusion & painnin their explanations and comments. All for a minimal $19 w...
Update. As of 2/2023 I asume Intuit has now informed users filing 1099-R with combined pre and post tax 401-K rollover funds, directed to traditional and Roth I...
Thank you AmyC for your quick response to this PA 529b queation! However, I'm interested in understanding how Wisconsin's 529b deductions are reported within Tu...