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CofusionReigns's Forum Posts

  • Forum Post: IRA Converted to CD - Tax Liabilities ?

    Posted 03/23/2013 10:48:31 EDT

    My wife was convinced by a bank broker to convert an IRA into a CD.  So now we have 1099-B Proceeds from Broker and barter Exchange, that indicates that that information is being provided to the IRS b more »

  • Forum Post: 1099-DIV for Child Named Account

    Posted 03/23/2013 10:42:36 EDT

    We have an account of stock that was a gift from grandparenst to our 8yr old and the account is in the child's name.  This year the qualified dividends were $1,034 and no tax withholding. I guess we h more »