Tax Information ← Knowledge Base Can I internally surrender a defaulted loan? How can interest continue to accrue on an amount that has already been taxed? I had a loan default - my 1099-R has different amounts for gross (box 1) and taxable (box 2) and the principal amount of the loan. Why? I had a loan go into default this year. What does this mean to me? What are my options for repaying the loan after it has gone into default? Can I contribute to both a traditional IRA and a Roth IRA in the same year? I am over age 70 1/2 and have begun RMD from my retirement plan. Can I contribute my RMD distributions to a Roth IRA? When are distributions from Roth IRAs tax free? Are 1035 Exchanges tax-free? What sources of income are included in adjusted gross income (AGI) prior to deductions? When will a 1099-R be produced on trusteed contracts? I have received my 1099-R, but not my 5498. I moved my IRA (or TSA) to an IRA (or TSA) with another company. Why didn't I get a 1099-R? What happens when a Death Claim is processed on a TSA, which has active loan(s)? How do I request a W9 form? Why am I taxed on my advisor fees on my non-qualified account? When will I receive my 5498? When will I receive my 1099? Why have I not received my 1099? Why am being taxed on advisor fees for early distribution if I am not 59½? In the event of death, if the request for minimum distribution has not been taken, who will be taxed?