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If I transfer my IRA from let's say Morgan Stanley, to
If I transfer my IRA from let's say Morgan Stanley, to Vanguard or to Merrill Lynch do I have to pay taxes on it?… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
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I'm working to complete a 2018 Federal Tax Return. I
I'm working to complete a 2018 Federal Tax Return. I inherited an IRA from my deceased Father in 2017 and my financial advisor rolled over the IRA into a newly established IRA in my name as the benefi… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
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I inherited an IRA and received a 1099 R and can't find
I inherited an IRA and received a 1099 R and can't find where to report it. I can't find anything that … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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My father worked in the US for 10 years, he never had a
Hi my father worked in the US for 10 years, he never had a green card, working under an employer sponsored visa, when he retired he returned to England. He invested in an IRA rollover with Morgan Stan… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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My father passed away and I received $100,000. in an Annuity
My father passed away and I received $100,000. in an Annuity Benefit payment. My understanding was that I wouldn't have to pay inheritance tax on this but than I get a letter from Jackson National Lif… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,420 satisfied customers
Can someone look at this accounting I have from the new
Attachment: 2015-10-03_005121_trust_expenses_through_dec_2014.xlsx Can someone look at this accounting I have from the new trustee on my grandmothers trust. I am not sure but it seems to she never inv… read more
Angie
Angie
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I had past Sprint holdings, I need information if possible
I had past Sprint holdings, I need information if possible on beginning holding @ close of trading October 25, 2006, purchases/acquisitions Oct. 26,2006 to Feb. 27, 2008, if there were any trades or s… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
19,420 satisfied customers
The 1099 has been applied to the estate in the living trus
The 1099 has been applied to the estate in the living trust. It appears that my entire question did not come through. I went back to 'add more information' to the question and this is all that has com… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,666 satisfied customers
My mother passed away last year and I was designated as the
My mother passed away last year and I was designated as the beneficiary for two separate accounts: an ING annuity with death benefit payout and a Jackson Financial Life Insurance payout. With the advi… read more
rramsook
rramsook
President/Owner
Bachelor's Degree
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Good afternoon. I am an interested party to an inherited IRA
Good afternoon. I am an interested party to an inherited IRA account. Since October, My siblings and I, along with our attorneys, have worked with a Morgan Stanley branch office to liquidate a third o… read more
MequonCPA
MequonCPA
CPA Firm Owner
Master's Degree
2,290 satisfied customers
What form (e.g., a K-1, 1099R, ...) should be provided by a
What form (e.g., a K-1, 1099R, ...) should be provided by a Trust that is obligated to pay a beneficiary (me) $2,000 per month for life? The will states "I hereby give, devise and bequeath my non-IRA … read more
MequonCPA
MequonCPA
CPA Firm Owner
Master's Degree
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I inherited a Roth IRA from my aunt in 2009 along with my brother
I inherited a Roth IRA from my aunt in 2009 along with my brother and sister. The account was held at Morgan Stanley. We opened inherited Roth IRAs at Morgan Stanley and each had our third of my aunt'… read more
Bill
Bill
Master's Degree
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the acompany that has my non qualified annuity is dragging
the acompany that has my non qualified annuity is dragging their feet on transfer ing my money to another company. If I forgo the transfer and have them cut me a check and endorse it straight over to … read more
Bill
Bill
Master's Degree
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Just to clarify, I kept the entire 80,000 to pay debt and ...
Just to clarify, I kept the entire 80,000 to pay debt and want to combine the remaining amountwith an additional amount I have in a CD as a downpayment on a home.. So, I must put aside 20% of $80,000 … read more
Merlo
Merlo
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558 satisfied customers
My husband ha an IRA Account with Morgan Stanley. My husb ...
My husband ha an IRA Account with Morgan Stanley. My husb was 88 yrs old in 2007. According to Morgan Stanley he should have received a payment of $636.72 in 2007. Morgan stanley didn'' pay therefore … read more
Bill
Bill
Master's Degree
3,242 satisfied customers
I have a Tas sheltered Annunity (TSA-1) through my former ...
I have a Tas sheltered Annunity (TSA-1) through my former employer, Caldwell County Schools, in N.C. I recently accepted a job in another school system more than 100 miles away. My questions is whethe… read more
Jesse Handel
Jesse Handel
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After requesting my paid Financial Advisor at Morgan ...
After requesting my paid Financial Advisor at Morgan Stanley to set up $25,000 in ladderred bonds, he recommended a Morgan Stanley note that he said was guarenteed by a parallel investment in the S&P … read more
Bill
Bill
Master's Degree
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Mother died Sept 13 2007. She has Morgan Stanley Account ...
Mother died Sept 13 2007. She has Morgan Stanley Account which was started in 2004. there are currently about 270 stocks and funds. This is almost stock churning but not the question. The account is w… read more
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