abloom@bloomtax
Level 1
03-15-2021
05:15 PM
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sjrcpa
Level 15
03-15-2021
05:52 PM
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The broker's firm issues the 5498. Don't take tax advice from a broker.
Treat it as an indirect rollover.
The more I know the more I don’t know.
qbteachmt
Level 15
03-15-2021
06:37 PM
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You seem to be lost on the internet.
You’ve come to a Peer User community for Intuit Tax Preparation products supporting tax preparation professionals using ProSeries, Proconnect and Lacerte , and you may be looking for support as an individual taxpayer. Please visit the TurboTax Help site for support.
Thanks.
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qbteachmt
Level 15
03-15-2021
06:38 PM
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"Don't take tax advice from a broker."
Well, yeah, certainly not from that broker...
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers
