butlerbd21
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Hello and thank you for responding!Actually the discounted amount is not on the 1099-R. I have separate papers showing the discounted valuation done by a differ...
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Yes, I did receive a 1099-R with the taxable amount not determined. I also have letters showing the discounted valuation from the Blocker Corporations (property...
Activity Feed for butlerbd21
- Posted Re: How do I report a Roth conversion valuation discount strategy? on Retirement tax questions. April 16, 2024 8:39 AM
- Posted Re: How do I report a Roth conversion valuation discount strategy? on Retirement tax questions. April 10, 2024 5:21 PM
- Posted How do I report a Roth conversion valuation discount strategy? on Retirement tax questions. April 3, 2024 11:46 AM
- Posted How do I show a discounted valuation of a Blocker investment? My 1099-R shows the full amount of an IRA converted to Roth for the purpose of a Blocker investment. on Retirement tax questions. April 3, 2024 5:39 AM