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It was not an amicable divorce, but she is searching for the 5498. Thanks for responding.
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I thought her holding period starts fresh as she didn't have a Roth until the roll over happened. I really hope I'm wrong about that.
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My client does not have access to the history on the Roth account. The original holding period exceeded 5 years but her holding period just started in 2023. The...
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That's what I was afraid of. Peace in the family is a good thing though. Thank you.
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Life estate but parent not deceased. Home was sold. I did calculate the remainderman's interest so am good there. I am wondering if the distributions to my clie...
