"The Form 1099-R unequivocally indicates in box 2a that $30,000 of the rollovers is taxable"100% correct dmertz...and no argument. That isn't the issue here. I ...
Well, I sure hope you are incorrect. According to the payer and my new Financial Advisor, you are indeed incorrect. But just to be sure, I've scheduled an appoi...
I think I've confused you. I've been known to do that to the best of them...Your split did not work. It gave me a tax liability...albeit a much smaller one. I t...
The only way I could make this work is two 1099's.The first one was for the taxable amount of $30,000. I put that same amount in box 2a, Total Distribution, Box...
I think you are really close! I actually spoke with the payer online and my new FA both and this is what they both told me...they are in agreement.Looking at th...
