john307sf
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Thanks @dmertz. I'll file Form 4852 with Code J only and provide an explanation about Webull’s refusal to correct it. Is there anything specific I should includ...
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Thank you@MonikaK1for the detailed response—I appreciate the clarification!I now understand that we cannot split the Child Tax Credit when filing Married Filing...
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Hi @dmertzI followed up with Webull, but they are refusing to correct the 1099-R coding. They insist that the distribution must be dual-coded with both J & P, e...
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Thank you, @dmertz, for clarifying the correct coding. I reached out to Webull and asked them to correct the coding to J only. I’ll update once I hear back. Tha...
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Thank you again@dmertzfor your guidance. Webull informed me that the distribution will be coded with both J and P as an excess contribution removal after the de...
Activity Feed for john307sf
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. February 11, 2025 11:59 PM
- Posted Re: Child Tax Credit Under Married Filing Separately & W-4 Form Adjustment on Deductions & credits. February 11, 2025 11:54 PM
- Cheered Re: Child Tax Credit Under Married Filing Separately & W-4 Form Adjustment for MonikaK1. February 11, 2025 11:53 PM
- Posted Child Tax Credit Under Married Filing Separately & W-4 Form Adjustment on Deductions & credits. January 31, 2025 12:50 AM
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. January 30, 2025 10:24 PM
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. January 26, 2025 9:56 PM
- Cheered Re: Roth IRA excess contributions - how to handle now (Dec 2024) for dmertz. January 26, 2025 9:55 PM
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. January 24, 2025 11:53 PM
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. January 12, 2025 7:23 PM
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. January 10, 2025 9:48 PM
- Cheered Re: Roth IRA excess contributions - how to handle now (Dec 2024) for dmertz. January 10, 2025 9:48 PM
- Cheered Re: Roth IRA excess contributions - how to handle now (Dec 2024) for dmertz. December 31, 2024 12:49 AM
- Cheered Re: Roth IRA excess contributions - how to handle now (Dec 2024) for dmertz. December 31, 2024 12:49 AM
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. December 31, 2024 12:44 AM
- Posted Re: Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. December 30, 2024 12:50 PM
- Posted Roth IRA excess contributions - how to handle now (Dec 2024) on Retirement tax questions. December 30, 2024 12:29 AM