From what you are saying though, even though the recipient SSN on the 1099-Q we received was listed as my wife's, it still needs to be reported on our daughter's return and not on ours?It's reported on a return only if there's a taxable distribution. If so, it goes on the beneficiary's return.Phil
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra