On Turbo Tax software show code 7 distribution code P is for return contribution taxable in 2020 instead of taxable in 2021. Is it because I am using the 2021 t...
I have another question on Vanguard 1099R. Item 7 Distribution Code: J - early distribution from a Roth IRACode P - return of contribution taxable in 2020. Is t...
I don't have a 5329 on his 2021 tax return because my husband didn't know Vanguard put his contribution into Roth IRA by mistake. The money should go to brokera...
I pulled out my husband's 2021 1040 and tried to amend. Turbo tax shows a list and asked which item I need to amentd. Should I clicked on edit 1099R or 1099Misc...
My question to Vanguard is when they mistakenly invested his money into Roth IRA, it should earn dividends too. When they transferred the money to a brokerage a...
