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Tax Year Prior to 2020: Tried calling the IRS. No answer on any number or selection. Gov at its finest. I swear I should have stayed working for them. Do nothing all day and get a pension.

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84 Replies

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Yes - The payer'sTIN (Taxpayer Identification Number) is...

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Re: keeps asking for canadian pension info don't have any

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0 Replies 1277 Views

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4 Kudos

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

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0 Replies 2540 Views

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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2 Replies 725 Views

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Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

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0 Replies 2737 Views

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Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

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1 Reply 6238 Views

1 Reply

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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3 Replies 1292 Views

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4 Kudos

Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

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0 Replies 6799 Views

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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1 Reply 3750 Views

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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3 Replies 3761 Views

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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39 Replies 4869 Views

39 Replies

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Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

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3 Replies 2194 Views

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Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

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7 Replies 3814 Views

7 Replies

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Re: When are you going to make turbotax 2025 operational for storcks, IRAs, pensions etc?

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3 Replies 5304 Views

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4 Kudos

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Tax Year Prior to 2020: Tried calling the IRS. No answer on any number or selection. Gov at its finest. I swear I should have stayed working for them. Do nothing all day and get a pension.

Yes - The payer'sTIN (Taxpayer Identification Number) is...

Re: keeps asking for canadian pension info don't have any

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

Re: When are you going to make turbotax 2025 operational for storcks, IRAs, pensions etc?

Do you have a TurboTax Online account?

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