About DWdave

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Re: 1099-R corrected

Thank you very much!!

DWdave

Updated Mar 11, 2024
Re: 1099-R corrected

Hi,Have never made non- deductible contributions to either IRA.No rollover orre-characterization. Distributions were all a Roth conversion for each of us.Box 7 ...

DWdave

2

Updated Mar 11, 2024
Re: 1099-R corrected

Hello,Corrected 1099-R showsYes Box 7 is marked as code 7IRA/SEP/SIMPLE is marked XBox 2a is marked C in bold where 7363.85 was shown on original.Box 2b Taxa...

DWdave

Updated Mar 11, 2024
Solved Re: K-1 and unit sales of MLPs in my Roth IRA

Thanks very much for replies and answers to those complicated dang K-1!

DWdave

Updated Feb 04, 2024
Solved Re: K-1 and unit sales of MLPs in my Roth IRA

Thank you,Part I Box B shows Suburban L.P.Part II Box F shows my name and C F Roth IRABox I1 What type of entity is this partner? shows Roth IRAThe K-1 came wit...

DWdave

2

Updated Feb 04, 2024

Activity Feed for DWdave

Posted Re: 1099-R corrected on Retirement tax questions. ‎March 11, 2024 9:28 AM
Cheered Re: 1099-R corrected for dmertz. ‎March 11, 2024 9:27 AM
Posted Re: 1099-R corrected on Retirement tax questions. ‎March 11, 2024 4:00 AM
Posted Re: 1099-R corrected on Retirement tax questions. ‎March 11, 2024 3:52 AM
Posted 1099-R corrected on Retirement tax questions. ‎March 10, 2024 12:41 PM
Posted Re: K-1 and unit sales of MLPs in my Roth IRA on Retirement tax questions. ‎February 4, 2024 8:44 AM
Cheered Re: K-1 and unit sales of MLPs in my Roth IRA for RobertB4444. ‎February 4, 2024 8:41 AM
Posted Re: K-1 and unit sales of MLPs in my Roth IRA on Retirement tax questions. ‎January 30, 2024 9:48 AM
Posted K-1 and unit sales of MLPs in my Roth IRA on Retirement tax questions. ‎January 29, 2024 10:06 AM

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Date Registered	‎January 29, 2024 9:19 AM
Date Last Visited	‎March 11, 2024 9:30 AM
Total Messages Posted	7

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