This member hasn't added any personal information yet.
Leave CofusionReigns a message to find out more.
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 »