Forms
The account that produces 1099 Composite
What are Taxable Accounts?
April 17th, 2019
What is the tax filing deadline for Maine and Massachusetts?
Cost Basis
What is CRSS/Cost Basis?
Catch-up contribution limit (age 50 or older)
What is $1,000?
A 1099-R
What is a retirement account tax document?
February 28th, 2019
What is the 1099 Composite mailing deadline?
1099R & 1099Q
What is retirement services?
$12,500 (2018) / $13,000 (2019)
What is the simple IRA contribution limit?
The IRA contribution form
What are 5498s?
2018 tax year IRA contributions
What is April 15, 2019?
Complex wash sale inquiries
June 2019
What is form 5498 mailing deadline?
You can receive this form at anytime
What is a corrected 1099 (i.e. Qualcomm)?
April 1st is the deadline
What is the last day, first year RMD distributions need to be taken from IRAs?
Any questions at all
Who is Kate Alden?
Recharacterization only occurs with
What is the recharacterization form?
Companies that send out a schedule K-1 (received in March)
Who are limited partnerships?
Earned income after 70 1/2
What is Roth IRA?
Schedule K-1
What is the limited partnership?