Activity Feed
- Posts
- Replies
-
I thought about doing that but was hesitant. You guys do an excellent job. What would we do without you. Thank you so much.
-
T/P made several withdrawals amounting to $193,000., during the year & had Fed taxes withheld. They were all coded 3 for disability, no penalty. But the 1099R o...
-
Thank you. That was a simple solution.. Worked well.
-
Thanks to everyone for helping me on this conversion matter. I finally got the client to call her advisor & tell them we needed the 1099R coded 2. He told her t...
