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I was able to figure it out Thank you
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Good MorningThe Roth IRA was inherited November from my clients Mom .Schwab distributed 50% to each heir. My issue is the box is only marked with a T and not a ...
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I need assistance with a 1099R distribution code T. Neither box 10 allocable to IRR within 5 years or box 11 1st year of designation Roth contribution noted. I ...
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Thank you for all your responses. I will have client apply for correct EIN for irrevocable Trust and close the EIN they applied for in error. Since they require...
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Correct. Small bank accounts left as TOD and IRA's. Only thing titled is the Home that is up for sale in 2026
