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Re: Recharacterization and Backdoor Roth Conversion Reporting Question

8 Replies 8005 Views

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

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1 Reply 630 Views

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

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14 Replies 651 Views

14 Replies

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Re: I did a late backdoor roth conversion in 2026 for year 2025. I did not receive a 1099-R, so do I still need to report it under retirement wages and fill out form 8606?

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5 Replies 3530 Views

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

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15 Replies 674 Views

15 Replies

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Re: When will update be available to allow the QTP to Roth IRA transfer?

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Re: Taxes on Roth Conversion Paid to IRS as an Estimated Tax Payment

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0 Replies 4259 Views

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Re: When will update be available to allow the QTP to Roth IRA transfer?

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0 Replies 1231 Views

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Re: When will update be available to allow the QTP to Roth IRA transfer?

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0 Replies 1237 Views

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Re: When will update be available to allow the QTP to Roth IRA transfer?

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Re: It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

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1 Reply 1607 Views

1 Reply

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Re: I contributed $7000 after tax to Traditional IRA and rolled over to RothIRA. I am not deducting that but TurboTax treats this as my income based on 1099-R. How to fix?

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0 Replies 1532 Views

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

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0 Replies 291 Views

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2 Kudos

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Re: Recharacterization and Backdoor Roth Conversion Reporting Question

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

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

Re: I did a late backdoor roth conversion in 2026 for year 2025. I did not receive a 1099-R, so do I still need to report it under retirement wages and fill out form 8606?

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

Re: When will update be available to allow the QTP to Roth IRA transfer?

Re: Taxes on Roth Conversion Paid to IRS as an Estimated Tax Payment

Re: When will update be available to allow the QTP to Roth IRA transfer?

Re: When will update be available to allow the QTP to Roth IRA transfer?

Re: When will update be available to allow the QTP to Roth IRA transfer?

Re: It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

Re: I contributed $7000 after tax to Traditional IRA and rolled over to RothIRA. I am not deducting that but TurboTax treats this as my income based on 1099-R. How to fix?

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

Re: Do I report Medicare Part B Premiums deducted from my benefits listed in Form SSA-1099 as medical insurance premiums?

Re: Thrift Savings- Rollover to Traditional IRA- post 59 1/2

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