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After entering the 2019 Roth IRA information for the Spouse the following result was generated by the ProiSeries Basic program:For both the Federal and Massachu...
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Here is the information on the Spouse with regard to her Roth IRA Distribution:She is also under 591/2 and has had the plan for more than 5 years. I believe thi...
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You may be confused as previous posts were for 2018.I was trying to be helpful by separating Spouse situation from Taxpayer for 2019.Can I conclude that the tre...
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This is a continuation of my previous messages regarding distributions from Traditional IRA (Taxpayer) and Roth IRA (Spouse).With regard to the Traditional IRA,...
