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cmk27
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  • The funds are from an IRA rollover, an RMA, distributed by the holding company as required. There was no question about DOB, why should there be since I'm in th...
    cmk27
    1
    Updated Apr 01, 2025
  • MayaD, I appreciate your response, however it doesn't resolve my problem. I'll try to be more clear:on the 1099R form there are selections, #1-9, then alphabeti...
    cmk27
    4
    Updated Apr 01, 2025
  • Yes, IRS reworked my return because 100% of DAF was credited by deluxe program. My refund ended up being 1/2 of what TT figured. I haven't filed 1040x because I...
    cmk27
    Updated Apr 17, 2023
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