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Pastimes : THE COFFEE SHOP--A place to discuss Minute Subjects
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To: William H Huebl who wrote (21582)4/16/1999 1:17:00 PM
From: Mephisto  Read Replies (1) of 24894
 
We luv FIDELITY!!!! Fidelity reps helped us figure out what we needed to do in a hurry!

There are limits for Roth contributions. I don't know what they are but the Turbo Tax walks you through that part of taxes.

Unfortunately, Turbo Tax failed to ask us if we had a Roth conversion so that is why we screwed up. But amended tax form was posted last night so we should have met deadline okay.

If the courteous Fidelity representatives had not helped us, we would not have been able to post amended return in time. They told us exactly where to put numbers etc.

Fidelity representative walked us through TAX form, line by line, for Roth conversion.

I luv' FIDELITY!!!!!

PS: MY full-service broker would never have done what Fidelity did.

Gotta go plant my irises.......
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