About agent414

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Re: Roth IRA BDA

Hi MaryK4,Yes, I answered the interview as you described and the RMD Excess Accumulation Worksheet D did have IRA checked.The problem was that when the program ...

agent414

Updated Mar 11, 2025
Re: Roth IRA BDA

Hi fanfare,And "neither" is not an option.

agent414

2

Updated Mar 11, 2025
Re: Roth IRA BDA

Hi fanare,The code in Box 7 is T.The IRA/SEP/SIMPLE box is not checked.

agent414

Updated Mar 11, 2025

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Posted Re: Roth IRA BDA on Retirement tax questions. ‎March 11, 2025 3:27 PM
Posted Re: Roth IRA BDA on Retirement tax questions. ‎March 3, 2025 4:07 AM
Posted Re: Roth IRA BDA on Retirement tax questions. ‎March 3, 2025 4:06 AM
Posted Roth IRA BDA on Retirement tax questions. ‎March 2, 2025 2:57 PM

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Date Registered	‎March 2, 2025 2:46 PM
Date Last Visited	‎March 11, 2025 6:48 PM
Total Messages Posted	4

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