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Thank you very much for the info.I would agree that the 1099 info should not be changed and that "rollover" needs to be shown on the tax return.The payer withhe...
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HelloThank you for replying.1099 shows Gross and Taxable Distribution of $60k with $12k withheld for federal taxes.It was a traditional IRA and was transferred ...
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HelloMy client had intended on transferring an IRA distribution from trustee to trustee. However, this did not happen. Rather, a check was issued to the client,...
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Hello,Appearing on my client's W-2 is an HSA Employer Contribution (code W) in the amount of approx $1,000. Typically, a corresponding 1099-SA is received that ...
