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That web site was very informative. Thanks.
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Perhaps I misspoke with "inherited". Her mother set it up for her. Life of ROTH exceeds 10 years. Mom set it up for her daughter, 56. The 1099-R does not provid...
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I am uncertain whether my client qualifies for the ROTH IRA Early Distribution Exemption.Client is 56. Mother is still alive and well. Mother created a Roth IRA...
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My friend who has pro series can go to a worksheet to exclude the $10,200 exclusion for unemployment compensation.I have looked into my Lacerte program and it d...