About pogopogo

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Re: Inherited IRA direct transfer and 1099-R, Form 5498

So scratch that one reply to you about the 1099R not indicating G as a rollover.2a Taxable amount indicates 0. This is an IRA that I inherited from my dad. But ...

pogopogo

1

Updated Mar 20, 2025
Re: Inherited IRA direct transfer and 1099-R, Form 5498

Thank you so much for your quick reply.So, I am guessing that the 1099R should not have included the 'G' since it was not a rollover but a direct transfer from ...

pogopogo

Updated Mar 20, 2025
Re: Inherited IRA direct transfer and 1099-R, Form 5498

Just want to make sure I understand correctly. I also inherited an IRA from my dad and had it directly transferred from dad's Commonwealth IRA to a Schwab Inher...

pogopogo

4

Updated Mar 20, 2025
Re: How so I clear out the HDHP contribution for Medicare or None fo...

Hello,Sorry I was not clear. And I will apologize in advance for the delay and my lengthy response.2021 - what was your HDHP coverage? Type and months? What wer...

pogopogo

1

Updated Apr 04, 2024

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Date Registered	‎April 1, 2024 1:42 PM
Date Last Visited	‎March 20, 2025 3:41 PM
Total Messages Posted	6

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