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Whether or not a 1099-R is issued in each of the following
Whether or not a 1099-R is issued in each of the following situations. In case no 1099-R is issued, whether it is reportable on Form 1040 (2018)? 1) Trustee to trustee transfer from ROTH IRA to ROTH I… read more
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I received an inheritance from my father that was an IRA. He
I received an inheritance from my father that was an IRA. He died on feb. 6 of this year at the age of 89, after receiving two payments on his IRA. Do I have to take an RMD on this IRA … read more
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I had a traditional IRA at Wells Fargo Advisors. 1. In
I had a traditional IRA at Wells Fargo Advisors.1. In January 2018, I took the minimum required distribution from that account. 2. In March 2018, Wells Fargo Advisors made a trustee to trustee (direct… read more
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I was 1 of 2 beneficiaries on my sister's IRA account a Wells Fargo. While in the bank receiving this $$, I immediately put it into an IRA. It has my deceased sister's name and my name on it. The IRS … read more
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If I take a lump sum distribution from my pension and put it
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I have a pension and also a profit sharing plan. With the company
I have a pension and also a profit sharing plan. With the company that I own and am the sole stockholder. I am also the only participants ever in either of the two plans. Both plans are qualified plan… read more
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I am 72 years old and I am required to take my RMD from my
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My mother passed away last year and I was designated as the
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I have managed accounts at a major brokerage house for my non
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I have an Annuity that is an IRA that I rolled over from a
I have an Annuity that is an IRA that I rolled over from a brokerage account with Fidelity 3 years ago. I am now 74 and I am retired and am not married. I have an opportunity to take a 10% free withdr… read more
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I inherited a Roth IRA from my aunt in 2009 along with my brother
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i have a client who withdrew money from his ira in 08. the
i have a client who withdrew money from his ira in 08. the gross distribution on the 1099r showed one figure while the taxable amount showed another. normally this taxable amount is what is carried to… read more
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I HAVE INHERITED AN ANNUNITY FROM THE DEATH OF MY FATHER, ...
I HAVE INHERITED AN ANNUNITY FROM THE DEATH OF MY FATHER, HE TOOK HIS 2007 DISTRIBUTION AND THAT WAS CLAIMED IN HIS TAX RETURN, MY QUESTION IS, THE INSURANCE COMPANY SENT ME A 1099 FORM STATING THE AM… read more
Bill
Bill
Master's Degree
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I HAVE INHERITED AN ANNUNITY FROM THE DEATH OF MY FATHER, ...
I HAVE INHERITED AN ANNUNITY FROM THE DEATH OF MY FATHER, HE TOOK HIS 2007 DISTRIBUTION AND THAT WAS CLAIMED IN HIS TAX RETURN, MY QUESTION IS, THE INSURANCE COMPANY SENT ME A 1099 FORM STATING THE AM… read more
Bill
Bill
Master's Degree
3,158 satisfied customers
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