More to my story:I rolled both the net distribution and some after tax money to allow the IRA to have the entire amount it had before the distribution. So in 20...
OK. I took my RMD before guidance was issued that it was not required under the CARES Act. So within the 60 rollover window, I rolled the net amount back into t...
I think I got this wrong. I am still having a problem understanding what is reported as ordinary income, i.e, $9,574 compared to the % reported as Long Term (90...
After much noodling around and reading all the suggestions (and talking to my accountant), here's what I did:1. I did NOT do a download of 1099-B from Fidelity ...
That conflicts with the tax schedule provided by the Partnership with the purchase price of 22,705 minus the "Cumulative Adjustments to Basis" of $-26,222 leavi...