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Re: Are company pension plans subject to RMD?

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2 Replies 23411 Views

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Re: 1099-R and Form 5498

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35 Replies 13011 Views

35 Replies

7 Kudos

Re: 1099-R 401K after tax contributions rollover to Roth IRA and IRA account

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40 Replies 20138 Views

40 Replies

7 Kudos

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

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3 Replies 22281 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 34626 Views

22 Replies

7 Kudos

This info needs to be incorporated in the software!

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0 Replies 93071 Views

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7 Kudos

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

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4 Replies 17906 Views

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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 2253 Views

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

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0 Replies 3914 Views

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

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2 Replies 5818 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 3690 Views

5 Replies

6 Kudos

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

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0 Replies 10930 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 3754 Views

8 Replies

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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 3976 Views

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6 Kudos

Re: I am unable to delete a 1099-b that was entered on turbotax 2024 online purchase. The delete ...

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6 Replies 7259 Views

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6 Kudos

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Re: Are company pension plans subject to RMD?

Re: 1099-R and Form 5498

Re: 1099-R 401K after tax contributions rollover to Roth IRA and IRA account

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

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 ?

Re: I am unable to delete a 1099-b that was entered on turbotax 2024 online purchase. The delete ...

Do you have a TurboTax Online account?

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