Activity Feed
- Posts
- Replies
-
If you are using all the funds from a529 distribution for education there is no need to even report the 1099Q
-
Found this on Google, may or may not be correct.85-0478248.
-
You need the clients basis, as only earnings are taxed for a Roth IRA. The J means the earnings are subject to early distribution penalty. Once you have clients...
-
Make sure it was a rollover from a traditiional 401k to a Roth IRA, and not a Roth 401k to a Roth IRA.
-
Try "license Products" under tools after you update
