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Re: TurboTax 2020 rounded each trade from my 1099-B upload. The cost basis/proceeds do not match my 1099-B by a difference of $18. Is this normal?

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33 Replies 11746 Views

33 Replies

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Re: I received an early withdrawal of my retirement account due to COVID. When will software be u...

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27 Replies 6744 Views

27 Replies

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Re: I would just add a single miscellaneous entry to the tax...

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0 Replies 7810 Views

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Re: Are company pension plans subject to RMD?

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2 Replies 23823 Views

2 Replies

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Re: 1099-R and Form 5498

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35 Replies 13137 Views

35 Replies

7 Kudos

Apex clearing, the account number on the tax 1099 as user...

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3 Replies 22631 Views

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7 Kudos

Yes, this is because entering your HSA is a two-step proc...

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22 Replies 35548 Views

22 Replies

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This info needs to be incorporated in the software!

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0 Replies 96547 Views

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7 Kudos

Yes, this question refers to the Utah Primary Residential...

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4 Replies 18051 Views

4 Replies

7 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 2941 Views

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6 Kudos

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

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2 Replies 8286 Views

2 Replies

6 Kudos

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

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5 Replies 4496 Views

5 Replies

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Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

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0 Replies 12527 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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8 Replies 4074 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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3 Replies 4296 Views

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Re: TurboTax 2020 rounded each trade from my 1099-B upload. The cost basis/proceeds do not match my 1099-B by a difference of $18. Is this normal?

Re: I received an early withdrawal of my retirement account due to COVID. When will software be u...

Re: I would just add a single miscellaneous entry to the tax...

Re: Are company pension plans subject to RMD?

Re: 1099-R and Form 5498

Apex clearing, the account number on the tax 1099 as user...

Yes, this is because entering your HSA is a two-step proc...

This info needs to be incorporated in the software!

Yes, this question refers to the Utah Primary Residential...

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: How to enter Room & Board expenses in 1098-T / 1099-Q sections

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 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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