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Re: 2025 Tax Filing — 529 to Roth IRA Rollover Question

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Re: RMD from an inherited Roth IRA. Original owner opened it over 5 years before death (born 1950). TurboTax is treating this RMD as taxable—how do I fix this?

1 Reply 324 Views

1 Reply

1 Kudos

Re: How to enter SEP-IRA and IRA contributions?

1 Reply 658 Views

1 Reply

1 Kudos

Re: How to enter SEP-IRA and IRA contributions?

3 Replies 805 Views

3 Replies

1 Kudos

Re: All-in pre-tax to my company's 401k-Roth Contributions, do I lose my $7500 Catchup Contributions?

3 Replies 387 Views

3 Replies

1 Kudos

Re: 2025 Tax Filing — 529 to Roth IRA Rollover Question

5 Replies 3232 Views

5 Replies

1 Kudos

Re: Inherited IRA Withdrawals and Ability to Report Charitable Deductions

0 Replies 476 Views

0 Replies

1 Kudos

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

1 Reply 154 Views

1 Reply

1 Kudos

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

8 Replies 172 Views

8 Replies

1 Kudos

Re: Receiving a schedule K one form from another state or inherited 401(k), do I need to fill out...

0 Replies 506 Views

0 Replies

1 Kudos

Re: My 1099-INT form has no value in the State tax withheld box

0 Replies 91 Views

0 Replies

1 Kudos

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?

2 Replies 1145 Views

2 Replies

1 Kudos

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Re: 2025 Tax Filing — 529 to Roth IRA Rollover Question

Re: RMD from an inherited Roth IRA. Original owner opened it over 5 years before death (born 1950). TurboTax is treating this RMD as taxable—how do I fix this?

Re: How to enter SEP-IRA and IRA contributions?

Re: How to enter SEP-IRA and IRA contributions?

Re: All-in pre-tax to my company's 401k-Roth Contributions, do I lose my $7500 Catchup Contributions?

Re: 2025 Tax Filing — 529 to Roth IRA Rollover Question

Re: Inherited IRA Withdrawals and Ability to Report Charitable Deductions

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

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

Re: Receiving a schedule K one form from another state or inherited 401(k), do I need to fill out...

Re: My 1099-INT form has no value in the State tax withheld box

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: Where can I enter my SEP IRA contribution? it was very obvious in prior year versions, but is...

Re: Excess Contributions to Roth

Re: Excess Contributions to Roth

Do you have a TurboTax Online account?

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