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Re: Question on IRA withdrawal and form 5498

2 Replies 3267 Views

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Re: How do I claim the early withdrawal penalty waiver for a qualified birth when submitting my 1099-R? I don't see it as an option under exceptions for the penalty.

0 Replies 698 Views

0 Replies

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Re: Why doesn't the TurboTax software recognize the "last month rule" or "full contribution rule" as it relates to HSA contributions?

0 Replies 612 Views

0 Replies

1 Kudos

Re: Conversion of after tax Traditional IRA contribution to Roth IRA

0 Replies 3570 Views

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1 Kudos

Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an ...

4 Replies 1078 Views

4 Replies

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Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an ...

5 Replies 1154 Views

5 Replies

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Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

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7 Replies 1166 Views

7 Replies

1 Kudos

California FTB now exempts the first $20,000 of military retirement. It seems Turbo Tax software does not apply military retiree the $20,000 tax exclusion.

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2 Replies 1422 Views

2 Replies

1 Kudos

What were your Roth IRA contributions prior to 2025?

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5 Replies 1121 Views

5 Replies

1 Kudos

Re: Turbo Tax is only showing the "standard deduction" ....it is now showing the extra $12,000 deduction for seniors on Social Security - anyone else notice this?

0 Replies 920 Views

0 Replies

1 Kudos

Re: How do I know if my 1099-R distribution does or does not qualify for the Oklahoma retirement ...

2 Replies 1454 Views

2 Replies

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Re: I can not retrive my 2024 tax return. Please helpBarry541 930 0588 Barrybreu@yahoo.com

0 Replies 221 Views

0 Replies

1 Kudos

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Re: Question on IRA withdrawal and form 5498

Re: How do I claim the early withdrawal penalty waiver for a qualified birth when submitting my 1099-R? I don't see it as an option under exceptions for the penalty.

Re: Why doesn't the TurboTax software recognize the "last month rule" or "full contribution rule" as it relates to HSA contributions?

Re: Conversion of after tax Traditional IRA contribution to Roth IRA

Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an ...

Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an ...

Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

California FTB now exempts the first $20,000 of military retirement. It seems Turbo Tax software does not apply military retiree the $20,000 tax exclusion.

What were your Roth IRA contributions prior to 2025?

Re: Turbo Tax is only showing the "standard deduction" ....it is now showing the extra $12,000 deduction for seniors on Social Security - anyone else notice this?

Re: How do I know if my 1099-R distribution does or does not qualify for the Oklahoma retirement ...

Re: I can not retrive my 2024 tax return. Please helpBarry541 930 0588 Barrybreu@yahoo.com

Re: I thought we were getting a 6,000.00 no tax on social security credit this year?

Re: turbo tax still taxing social security on my kansas k40

Re: Social Security Repayment

Do you have a TurboTax Online account?

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