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Yup. To several different ones. The Broker provided a letter but I didn't send that as an attachment. Didn't think it was necessary. I'll check further with Pro...
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Yes, it did. With zero on line 4B. BUT, per client, I think the IRS is questioning it. ugh...
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I'm thinking that is the best way. I did enter both last year... since it was an RMD but one that was a charitable contribution. I'm thinking the IRS did not se...
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on 1099-R input sheet, is just the line regarding the charitable contribution entered or should the RMD line just below it also be completed?Am afraid that ente...
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ugh! I misunderstood that... I thought the software program would make that determination.Thanks!
