SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Peter Singleton who wrote (45104)1/31/1999 3:26:00 AM
From: Don Lloyd  Read Replies (1) | Respond to of 132070
 
Peter -(Any of you Schwab account holders have a problem with your 1099(s)? I got my 1099s for my IRA accounts ... and they were completely wrong. )

My Schwab 1099-B (taxable) was clean. My Fidelity 1099-R's for Roth IRA conversions and re-characterizations seem to be OK in the end, but you need a lot of hints and imagination to understand them. -g-
You almost certainly will get a 1099-R that overstates your taxable amount by a wide margin on its face, but you are routinely expected to correct for this on your tax return.

Regards, Don




To: Peter Singleton who wrote (45104)1/31/1999 12:14:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Peter, I believe the IRS will handle it by auditing all Schwab account holders. <VBG>

BTW, did you see IDC's findings that show that pc sales indeed grew at a negative rate last quarter and last year?

MB



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News