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lbaldo
Level 2
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  • Thank you. I explained the scenario. The distribution went to my daughter. I regret it, but it did and there is no 1099Q in my name so not sure that would fly. ...
    lbaldo
    1
    Updated Feb 19, 2025
  • If the 1099-q has my daughter’s name on it I am pretty sure that’s the tax return it needs to be on. Are you saying I am incorrect?
    lbaldo
    3
    Updated Feb 19, 2025
  • I had a follow up question but the lightbulb came on. Are you saying the detailed calculations are not submitted with the tax return so I just need to get the c...
    lbaldo
    1
    Updated Feb 19, 2025
  • Thank you. Are you saying if I know how much of the distribution is taxable I can just enter it without showing my work? I don't see an option to do that. It as...
    lbaldo
    Updated Feb 19, 2025
  • 100% of my income is LTC gains and qualified dividends and due to my large volume of deductions, and my Head of Household filing status, my tax rate is 0%. Ther...
    lbaldo
    4
    Updated Apr 07, 2025
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