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My guy is in NY. But thanks for thinking of Nj.In any event I'm still not sure of what form, if any, I should use to show that the money was put into a Roth as ...
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No, the client did this on his own. Had he run it through an IRA, then it wouldn't have created my issue.Thanks for the references. Maybe I'm not reading proper...
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I have a client who took a 403(b) distribution for $90,000 in a check. He then put it in a timely way into a Roth.How do I fill out what happened so that a Roth...
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Thank you so much for the clarification and the citations. I am grateful for them.Susan
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I have a California resident with an NOL carryforward. There's an 80% adjustment needed on the federal which I did by calculating what the NOL amount that shoul...
