About cocoanuts

Level 3

Member profile

Latest badges earned

Replies
Posts

Re: Actually, you won't report your non-divided distribution...

Thanks so much! That is what I did. I did the math and determined that Morgan Stanley had not reduced the cost basis on my behalf so I did that manually within ...

cocoanuts

Updated Mar 05, 2025
Re: Actually, you won't report your non-divided distribution...

Are we certain it is nontaxable? The stock was sold in 2024. (Doesn't that mean that I will never get another distribution like this from this particular stock ...

cocoanuts

2

Updated Mar 05, 2025
Re: Actually, you won't report your non-divided distribution...

Wow, glad I researched and asked Turbotax. I have a non-dividend distribution for 2024 on my 1099-DIV. I entered it into my tax SW, but it was flagged during th...

cocoanuts

4

Updated Mar 05, 2025
Solved Re: Calculating RMD Estimated Tax for California

For closure, the RMD check finally arrived via mail (after I asked them to deposit directly into my bank). NO state or fed taxes were withheld. When I called to...

cocoanuts

Updated Dec 19, 2023
Re: Do I Need a W-4P Form for RMD Tax Withholding?

Just for closure sake, I finally received my RMD from Fidelity. They did NOT withhold any federal taxes at all (my discussion with them after filling out the W-...

cocoanuts

1

Updated Feb 04, 2024

Membership stats

Public Statistics

Date Registered	‎October 20, 2023 12:02 AM
Date Last Visited	‎March 5, 2025 7:50 PM
Total Messages Posted	22

Quick links

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.