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Re: Does TurboTax send the forms I filled out, 1099-MISC and 1099-R with my 2018 tax re return? The IRS is asking me questions as if they don't have these forms.

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Re: Govt TSP taking RMD now. living trust. should I make trust beneficiary or wife/daughter? tax implications?

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0 Replies 332 Views

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Re: For the early withdrawal penalty for a 401k I can use permanent disability to eliminate the penalty. The question is how much of the withdrawal do i put on the line ???

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0 Replies 706 Views

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I am on a NIH T32 grant and pay quarterly taxes. I have opened a Roth IRA. Turbotax is reporting my earned income as 0, and saying I have over-contributed to my IRA.

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Re: For the early withdrawal penalty for a 401k I can use permanent disability to eliminate the penalty. The question is how much of the withdrawal do i put on the line ???

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Re: Nowhere does TurboTax ask for the year-end balance of a 4...

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0 Replies 2021 Views

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Re: IRA RMD adjustment for a basis

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4 Replies 3434 Views

4 Replies

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Re: How should i file if my wife is on social security and doesn't work?

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0 Replies 1051 Views

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Re: How should i file if my wife is on social security and doesn't work?

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1 Reply 1060 Views

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Re: If my Dad contributes to a Vanguard Roth IRA which he set up for me on my behalf, does it still count towards the Retirement Contribution Savings Credit ?

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1 Reply 1200 Views

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Re: which form?

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0 Replies 2136 Views

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Re: If my job from a different state than current one cashed out my retirement savings and I got the payout, do I need to claim this on a separate state form if under $200?

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0 Replies 702 Views

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Re: It depends. If this is a trustee-to-trustee transfer invo...

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0 Replies 1978 Views

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Re: "Did you receive any distributions from a retirement plan after 2016?" If I reported these on the return of the year in which I took it/them, do I need to report again?

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Re: Does TurboTax send the forms I filled out, 1099-MISC and 1099-R with my 2018 tax re return? The IRS is asking me questions as if they don't have these forms.

Re: Govt TSP taking RMD now. living trust. should I make trust beneficiary or wife/daughter? tax implications?

Re: For the early withdrawal penalty for a 401k I can use permanent disability to eliminate the penalty. The question is how much of the withdrawal do i put on the line ???

I am on a NIH T32 grant and pay quarterly taxes. I have opened a Roth IRA. Turbotax is reporting my earned income as 0, and saying I have over-contributed to my IRA.

Re: For the early withdrawal penalty for a 401k I can use permanent disability to eliminate the penalty. The question is how much of the withdrawal do i put on the line ???

Re: Nowhere does TurboTax ask for the year-end balance of a 4...

Re: IRA RMD adjustment for a basis

Re: How should i file if my wife is on social security and doesn't work?

Re: How should i file if my wife is on social security and doesn't work?

Re: If my Dad contributes to a Vanguard Roth IRA which he set up for me on my behalf, does it still count towards the Retirement Contribution Savings Credit ?

Re: which form?

Re: If my job from a different state than current one cashed out my retirement savings and I got the payout, do I need to claim this on a separate state form if under $200?

Re: It depends. If this is a trustee-to-trustee transfer invo...

Re: "Did you receive any distributions from a retirement plan after 2016?" If I reported these on the return of the year in which I took it/them, do I need to report again?

Re: 415(c)(1)(A) limit on tax deferred retirement contributions

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