rpowell0215
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Also...the 5498 I have does list the exact #shares involved that were transferred....They are listed in the “portfolio” section of 5498.
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But since Fidelity moved the shares as a direct transfer from Computershare...the share value was not reflected in the rollover contribution line but in the YE ...
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So, if 5498 puts the Share Value in the YE total, but not the Contributiond line, is this no issue? (I guess I am asking is 1099r the governing document vs 5498...
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Filing 1041 for ILIT as Trustee. No 2017 1041 filed because income below threshold to file. For 2018, can I therefore avoid an underpayment penalty?
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Filing 1041 for ILIT as Trustee. No 2017 1041 filed because income below threshold to file. For 2018, can I therefore avoid an underpayment penalty?
Activity Feed for rpowell0215
- Posted Also...the 5498 I have does list the exact #shares involv... on Retirement tax questions. June 5, 2019 11:47 PM
- Posted But since Fidelity moved the shares as a direct transfer... on Retirement tax questions. June 5, 2019 11:47 PM
- Posted So, if 5498 puts the Share Value in the YE total, but not... on Retirement tax questions. June 5, 2019 11:47 PM
- Posted Is this a problem: Rollover via direct transfer done for qual. shares in transfer agent account to IRA, but 5498 has share value in YE $, not in contribution line. on Retirement tax questions. June 5, 2019 11:47 PM
- Posted Filing 1041. I am Trustee. Mom was grantor. My kids beneficiaries, payouts scheduled by ages. Q: “are any present or future trust beneficiaries skip persons” on Business & farm. June 4, 2019 10:52 PM
- Posted Filing 1041 for ILIT as Trustee. No 2017 1041 filed becau... on Business & farm. June 3, 2019 11:57 AM
- Posted Filing 1041 for ILIT as Trustee. No 2017 1041 filed becau... on Business & farm. June 3, 2019 11:57 AM
- Posted Filing 1041. I am Trustee. Mom was grantor. My kids beneficiaries, payouts scheduled by ages. Is this a complex trust? on Business & farm. June 3, 2019 11:57 AM