Activity Feed
- Posts
- Replies
-
My client received his 1099R with his pension as taxable income even though he has a letter from the Veteran's administration notifying him that is total and pe...
-
This was not a backdoor conversion. It was, as you mentioned, a retirement plan (401K) to Roth conversion. As such, how should it be reported on the tax return?...
-
She received one 1099R with one distribution code of 'G'.The diagnostic from the Lacerte software says that 'The program assumes that pensions distributions ent...
-
"Her investment company" is referring to the company her 401K is held in? Yes!Yes, I've shown the IRA basis in Screen 24There were two transactions during 2021....
-
My client received a 1099R from her investment company showing a $100K rollover to a traditional IRA and a $20K taxable distribution to her ROTH IRA. Should thi...
