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Showing content with the highest reputation on 05/06/2025 in all forums
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You may want to call Schwab and ask them on what tax form are they going to report the payment and who will be the payer, or just wait until next January to see what they send to you. You could then treat it on your tax return in a manner consistent with the Schwab information. In the meantime, have a wonderful lunch (or champagne brunch)!2 points
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What's the difference between true love and retirement plan paperwork? Retirement plan paperwork is forever...2 points
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Trust income received after plan termination
imchipbrown reacted to Bill Presson for a topic
My goodness (language bleached for family site), I hate those trailing dividends and incredibly late legal settlements.1 point -
I don't see any problem with what you are saying. The SB will report the name of actuary and company signing the SB, which software you use to file the form doesn't matter.1 point
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Trust income received after plan termination
Bill Presson reacted to ratherbereading for a topic
Lunch money? A lot of people would love that $95!1 point
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