I'm back......I just received this letter from my custodian. I'd prefer to share the gist of this with you if I may. I've dumbed this down quite a bit. I'm a...
well, on your advice, I looked at my 1099 and yes I do have a capital gain dist....I believe it is based off my Nov of 2025 mistake.....I think you are saying I...
dMertz, thank you for this detail. Thank you for clarifying what "J" means as well.I received no 1099-BI'll try and make this easier to understand:" The only li...
dMertz...you have answered the first half of my question quite clearly. Thx for that.Regarding the second half, sorry for the confusion. Box 7 is "J". The IRA, ...
Thx dMertz....it so happens my custodian has told me today I do not have to pay the 10% penalty from my own fund, rather, they will handle that. My issue is I s...
