E-Kits or lack of
This E-kit discusses moving a contribution from a Traditional IRA to a Roth IRA and if it is right for you.
What is a Backdoor Roth IRA?
This MyGPS page shows a United States map with this percent.
What is minimum state tax withholding?
This is the minimum eligible assets a non-premium client.
What is $500,000?
ALL clients who made a PYC to their Roth IRA in January of 2026 will receive this tax form in May.
What is a 5498?
This form is needed to code a distribution as a direct rollover from a SEP-IRA to a 401k.
What is an IRA One-time Withdrawal form?
This person can help a client with the process of filing taxes.
Who is a tax professional?
This is where a client can get information for their specific taxable obligation.
Who is a Tax Professional?
Clients who do this may be restricted or even barred from participating in an IPO.
What is flipping?
B, DIV, INT, Q, QA, SA, MISC, R, OID are all forms of this tax form.
What is a 1099? (Q-529, QA-Able, SA-HSA)
This type of rollover is done via internal wire thru ICP.
What is a 401k rollover?
Fidelity Investments offers E-Kits AND a Fidelity.com landing page for this tax service company.
What is Turbo Tax?
These are 3 places a client can get information on how distributions from a Roth IRA might be taxable.
What is Fidelity.com, E-Kit, Me?
This Fidelity.com IPO page shows all upcoming IPOs that Fidelity Investments currently offers.
What is the IPO calendar?
I can assist in this type of retirement account for filing taxes only when using the MyGPS page for the 1040EZ form.
What is none?
This is the waiting period for a SIMPLE-IRA initial contribution to be eligible for rollover to a Traditional-IRA.
What is 2 years?
An informational E-kit and Fidelity.com page, can assist clients with creating realized losses for positions held in a non-retirement account.
What is Tax Harvesting?
Although a Roth IRA distribution is often not taxed, this is why a client might withhold taxes.
What is the IRS, and what does the IRS do?
After a client makes the initial Indication of Interest, this must be done to receive shares. Often before midnight.
What is confirm IOI?
This tax form reports U.S. source income for a non-resident.
What is a 1042-S?
This distribution is from an IRA-BDA directly to a Traditional-IRA.
What is not allowed?
Because a broker dealer is only required to report this for the same account and cusip, an E-kit and a tax professional can help a client avoid this pitfall.
What is a Wash sale?
This restriction often means the IRS has informed us that a client has a mandated tax withholding.
What is an OB restriction?
This FBSI command is used to confirm a clients IOI.
What is NIPO?
This amount can be provided to a non-retirement account client with foreign tax paid who is wanting to claim a credit or itemized deduction using box 7 of this tax form.
What is 1099-DIV?
A Spousal IRA form is REQUIRED to claim assets from an IRA for this tragic event.
What is deceased spouse?