Marsha2020
Level 4
Activity Feed
  • Need assurance that this is correct. Client has $31K in series EE savings bond that was cashed in 2023. She put the funds in a college fund in her name. She's n...
    Marsha2020
    2
    Apr 05, 2024
  • Could be a survivor pension. May be going to ex wife. I think this is why the audit part. The surviving spouse isnt much help here.
    Marsha2020
    Mar 23, 2024
  • Hi all. Need an opinion on military retirement. Client was retired and received retirement up until his death in Aug 2023. The run around getting the 1099R is u...
    Marsha2020
    6
    Mar 23, 2024
  • Good morning. I have maybe a dumb question but here goes. Have a reject from a person that has previously received a German annuity which has a foreign tax carr...
    Marsha2020
    Mar 29, 2023
  • What you can't do under the MSRRAOf course, there are limitations to this law, as you might expect. And remember, these vary state to state, so do your specific...
    Marsha2020
    4
    Mar 10, 2023
Community Stats
Posts 55
Solutions 3
Cheers Given 7
Cheers Received 25
Member Since ‎02-18-2020
Latest badges earned