Activity Feed
- Posts
- Replies
-
Thanks to all who replied. I talked to my client who talked to her investment guy. He's going to call the insurance company that issued the 1099-R and get the l...
-
The more I read about LTC insurance, the more confused I get. If this is non-taxable like client says, then why is the 1099-R even issued?The box for "taxable a...
-
Thanks for the great advice! This saves me a ton of time.
-
There are 150 sales, but about 50 if you just count the subtotals. The broker is Apex Clearingno upload capability. Is there an easy way to report the sales or ...
