We’ve had a hard time entering our backdoor ROTH conversions in TurboTax and Taxslayer as they don’t properly fill out the 1040 form or the taxable amount. FreeTaxUSA seems to calculate the tax correctly but we’re not sure how to record the recharacterization on form 1040 since our rec...
The securities positions managed by EQF are reported on Form 13Fs filed by FAM. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: Ten Form 13F Information Table Entry Total: 13,093 Form 13F Information Table Value Total: $ 41,374,587 (thousands) Li...
The securities positions managed by EQF are reported on Form 13Fs filed by MLIM. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: Twelve Form 13F Information Table Entry Total: 16,392 Form 13F Information Table Value Total: $ 40,928,045 (thousands)...