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I have a client that moved money they had in an IRA to an IRA in a different bank. They received a 1099-R from the bank it was moved from with a code '7' in box...
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Do I need to list each transaction or is their a dollar amount threshold? The article does not say.
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I have a NFP client that is dissolving this fiscal year. I answered "yes" to line 36 of the 990-EZ. I must do Schedule N, but how should I prepare it if my only...
