About jsryan793

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Re: Entering 1099R info for Roth rollover from litigation check

A bit more info.... This settlement distribution was issued from a Roth IRA closed in 2020. Since it was closed a check was issued payable to the Custodian FBO ...

jsryan793

Updated Feb 17, 2025
Re: Entering 1099R info for Roth rollover from litigation check

Using that process places the $12.10 in line B2 as a traditional IRA rollover and shows $1.35 in line B4 as an amount that may be rolled or converted to a Roth ...

jsryan793

1

Updated Feb 17, 2025
Re: RMD Reporting 2024

Neither of your IRA custodians know about your other account. They will calculate the RMD amount only for the assets in that account. You need to total the val...

jsryan793

Updated Feb 09, 2025

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Date Registered	‎February 8, 2025 8:08 AM
Date Last Visited	‎February 18, 2025 10:10 AM
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