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The IRC 414(h) and IRC 125 amounts should be shown in box...

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In this case, "State Distribution" refers to the amount o...

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Re: 1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

2 Replies 2183 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 ro...

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Re: RMD taken correctly, but penalty assessed

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3 Kudos

Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498.

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

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0 Replies 1160 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 ro...

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

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4 Replies 1256 Views

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Re: TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust?...

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0 Replies 4657 Views

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Re: Why is Turbo tax asking for total value of all IRAs

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7 Replies 4491 Views

7 Replies

3 Kudos

Re: Estimated tax payment vouchers for 2026 not populating in TurboTax Deluxe desktop

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10 Replies 11450 Views

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

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Re: When will Turbotax update their State of Wisconsin tax software in include the new (2025 tax ...

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10 Replies 5025 Views

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Re: How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

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2 Replies 2633 Views

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The IRC 414(h) and IRC 125 amounts should be shown in box...

In this case, "State Distribution" refers to the amount o...

Re: 1099-R Distribution code (box 7) H with IRA/SEP/SIMPLE unchecked

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA ro...

Re: RMD taken correctly, but penalty assessed

Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498.

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 ro...

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

Re: TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust?...

Re: Why is Turbo tax asking for total value of all IRAs

Re: Estimated tax payment vouchers for 2026 not populating in TurboTax Deluxe desktop

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

Re: When will Turbotax update their State of Wisconsin tax software in include the new (2025 tax ...

Re: How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

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