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Retirement tax questions
@macuser_22
Yes- no attempt to comine ira contributions.
Here are the 2018 Steps:
1098-R Entries
1) Who owns 1099-R
2) 1099-R Info (1099-R entry screen / data from form)
3) Info Screen (nonextra tax due)
4) Inherited? - no
5) What was done with money? Moved to another retirement account . Choose which applies: Converted all this money to Roth IRA account.
Non-deductible not displaying. Is there a line number to double check on the 1099-R form itself?
Yes- no attempt to comine ira contributions.
Here are the 2018 Steps:
1098-R Entries
1) Who owns 1099-R
2) 1099-R Info (1099-R entry screen / data from form)
3) Info Screen (nonextra tax due)
4) Inherited? - no
5) What was done with money? Moved to another retirement account . Choose which applies: Converted all this money to Roth IRA account.
Non-deductible not displaying. Is there a line number to double check on the 1099-R form itself?
‎June 6, 2019
6:03 AM