About billdickason

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Re: donating mutual funds to purchase a charitable annuity

This is crazy. People have posting about this on the forum since at least 2020.Nothing posted has been a solution, and TT experts are striking out.I have jerry-...

billdickason

Updated Mar 05, 2025
Solved Re: Roth IRA Conversion

I have taken the RMD distribution in 2021 from my traditional IRA.The RMD amount is composed of QCDs, a Roth conversion, and cash.When I input these to the 1099...

billdickason

1

Updated Apr 07, 2022

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Date Registered	‎March 26, 2019 6:07 PM
Date Last Visited	a month ago
Total Messages Posted	2

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Re: donating mutual funds to purchase a charitable annuity

Solved Re: Roth IRA Conversion

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Re: donating mutual funds to purchase a charitable annuity

Solved Re: Roth IRA Conversion