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My mom is 86 yrs old and has $8,000 in an IRA with Morgan
My mom is 86 yrs old and has $8,000 in an IRA with Morgan Stanley. They are telling her that she should put that money in a savings cuz since it it a low amount the fees that Morgan Stanley will apply… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,581 satisfied customers
Stanley is asking me to get a TIN to get funds from my
Morgan Stanley is asking me to get a TIN to get funds from my deceased grandmother's account to an "estate" account. When looking at the IRS site the TIN seems to be a tax ID number for people that ar… read more
Barbara
Barbara
Enrolled Agent, Paralegal
12,008 satisfied customers
I inherited some money from my mother. Is it taxable? WFrom
I inherited some money from my mother. Is it taxable? WFrom whom do I. … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,818 satisfied customers
These questions are probably really stupid, but I am trying
These questions are probably really stupid, but I am trying to do my mother's taxes and she has alzheimers and can not tell me anything. She had stocks and IRA at Morgan Stanley. When she took out mon… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,192 satisfied customers
My mother set up a irrevocable trust last year. This is the
My mother set up a irrevocable trust last year. This is the first year to file it. From previous years on her regular 1040 she has ($76,000) in capital loss carry overs on her schedule D. Can those lo… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,192 satisfied customers
I lost or didn't receive a 1099 from Stanley for the year
I lost or didn't receive a 1099 from Morgan Stanley for the year 2016 for Basel F Daniel … read more
Michael Hanley
Michael Hanley
Managing Partner
BBA
25 satisfied customers
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, CFP, MBA, CRPS
Doctoral Degree
21,254 satisfied customers
I have a Form 1099-B from Morgan Stanley showing sales for
I have a Form 1099-B from Morgan Stanley showing sales for withdrawals which shows sale prices and cossts bases for all but one $5,000 sale. Both Smith Barney and Morgan Stanley have been unable to de… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,192 satisfied customers
I am a UK subject, living in the UK. I have a US IRA with Morgan
I am a UK subject, living in the UK. I have a US IRA with Morgan Stanley worth just over $21,000 dating back to me working in the U.S. in 1982/1984. I am now 63 and want to repatriate the money. MS te… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
2,693 satisfied customers
Tax question... Hello, My mother passed away this past
Tax question... Hello, My mother passed away this past Aug (2010). She left an IRA worth just under $100,000. My sibling's and I received a distribution each of $19,429. We were told by a number of fo… read more
Jacy
Jacy
Bachelor's Degree
567 satisfied customers
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
Once again I need help with taxes and healthcare deductions
Once again I need help with taxes and healthcare deductions before I file taxes. In Aug I became eligible for Medicare. At the end of the year SS disabilty income will be $18,518.00. Medicare since Au… read more
Jacy
Jacy
Bachelor's Degree
567 satisfied customers
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
3,163 satisfied customers
Within 60 days of a distribution from my Traditional IRA I
Within 60 days of a distribution from my Traditional IRA I returned a portion. I expected my 1099-R (Box 1) from Morgan Stanley to reflect the Gross distribution less the portion returned. It did not.… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I am 57 years old. I find myself in need of cash. I am disabled
I am 57 years old. I find myself in need of cash. I am disabled and have been since 1994. My question is can I withdraw my $34,000.00 IRA to pay my bills? If I do this what types of taxes am I looking… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
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
Tax Consultant
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
3,163 satisfied customers
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
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
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