sgil46
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I cannot get a substitute 1099-R from the account custodian because mine is not a traditional IRA but a self-defined one. It was once a Keogh and had to be tran...
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This is apparently the solution (not personally tested yet) for when you cannot get a 1099-R issued for your retirement distributions from your account custodia...
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Nine months later, too late unfortunately, I came across the directions below. Is there any reason this would not work or does it not work only with on-line tur...
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What is override? I got to the review section, and I was not permitted to move on while the TIN was left blank.
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Thank you for your response. If that arbitrary restriction is insurmountable, then me and anyone else in my situation cannot use Turbotax. I am pretty much resi...
Activity Feed for sgil46
- Posted Re: We can't know what's going on with you and your Morgan St... on Retirement tax questions. December 8, 2023 9:23 AM
- Posted Re: We can't know what's going on with you and your Morgan St... on Retirement tax questions. December 8, 2023 8:47 AM
- Posted Re: We can't know what's going on with you and your Morgan St... on Retirement tax questions. December 8, 2023 2:42 AM
- Got Cheered for Re: We can't know what's going on with you and your Morgan St.... August 16, 2023 10:02 AM
- Cheered Re: We can't know what's going on with you and your Morgan St... for fanfare. March 11, 2023 7:11 PM
- Posted Re: We can't know what's going on with you and your Morgan St... on Retirement tax questions. March 11, 2023 5:30 PM
- Cheered Re: We can't know what's going on with you and your Morgan St... for fanfare. March 11, 2023 5:29 PM
- Posted Re: We can't know what's going on with you and your Morgan St... on Retirement tax questions. March 11, 2023 4:51 PM
- Cheered Re: We can't know what's going on with you and your Morgan St... for fanfare. March 11, 2023 4:51 PM
- Posted Re: We can't know what's going on with you and your Morgan St... on Retirement tax questions. March 11, 2023 4:24 PM