brian-perrigino
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Thank you. I was just looking to be sure I was understanding it correctly. Your explanation was great.Brian
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Thank you. I actually closed the small IRA in 2026 figuring I'd just use up the full cost basis when I file next year but I guess I'll have some small cost basi...
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More Info (and maybe I figured it out?). My cost basis on the non-deductible IRA that had the withdrawal was $37,741. I was assuming that this basis only applie...
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Thank you@dmertzvery much appreciated.The 401K to IRA were both with Fidelity so I guess that means I get a 1099 from them.The ira transfer was done electronica...
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Activity Feed for brian-perrigino
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- Cheered Re: Question on IRA withdrawal and form 5498 for dmertz. Saturday
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- Posted Question on IRA withdrawal and form 5498 on Retirement tax questions. Saturday
- Got Cheered for Re: I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx. February 2, 2025 10:57 AM
- Posted Re: I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx on Retirement tax questions. February 1, 2025 7:13 PM
- Cheered Re: I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx for dmertz. February 1, 2025 7:13 PM
- Posted I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx on Retirement tax questions. February 1, 2025 4:45 PM
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