Activity Feed
- Posts
- Replies
-
Sure if you go to the details screen of the 1099R and tab over to the 8606, and under the that the forth information says treat as inherited ( which it was). wh...
-
I was able to figure it out Thank you
-
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 ...
-
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 ...
-
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...
