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Tag Archives: confusion

*Tax Quips, 1099s, Basis, Retirement Accounts, Transcripts- IRS

Undetermined 1099R

Posted on May 15, 2013December 28, 2021 by TaxMama

Today TaxMama® hears from Laura in the TaxQuips Forum, with a tough question. “In 2011 my Elderly client (78) pulled all the money out of a retirement account which his wife had set up for him some years back. My client learned about the account upon her passing and withdrew all the funds not knowing […]

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Posted in *Tax Quips, 1099s, Basis, Retirement Accounts, Transcripts- IRS  |  Tagged *Tax Quips, Annuity, bank, Basis, best, Business/Finance, confusion, Contract law, Finance, Financial economics, fiscal follies, Free, Individual Retirement Account, Individual Retirement Accounts, Insurance, Investment, IRS News, jokes, Life annuity, Mike Reed, Money Funnies, Rate of return, Roth IRA, tax answers, tax blogger, tax humor, Tax Information, tax jokes, tax podcast, tax questions, tax tips, tax writer, TaxMama, terrific, top 1 Comment
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