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Re: Backdoor Roth Conversions getting flagged as "excess contributions"

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Re: What were your Roth IRA contributions prior to 2025?

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Backdoor Roth Conversions getting flagged as "excess contributions"

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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: Turbotax 2025 expects an RMD from my pension (and calculates an RMD penalty for me).

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Re: What were your Roth IRA contributions prior to 2025?

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Re: Turbotax 2025 expects an RMD from my pension (and calculates an RMD penalty for me).

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Re: If an inherited IRA was distributed on 03-29-2024 why do I need to know the RMD amount for December 31, 2024?

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Re: TurboTax Software Error – Incorrect Default Setting Caused Miscalculation of Taxable Social Security

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Re: I have been in theatre for years. I am retired but will be directing a play and doing it pro bono. Can I deduct expenses?

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Re: TurboTax Software Error – Incorrect Default Setting Caused Miscalculation of Taxable Social Security

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The software wants me to review hundreds of lines from my 1099-B individually. I reviewed several and they appear correct. Can I bulk review or bypass this?

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Re: My 1099-NEC lists state income in box 7, but boxes 5 and 6 are blank. The software requires m...

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Re: My 1099-NEC lists state income in box 7, but boxes 5 and 6 are blank. The software requires m...

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Re: Can I change my selection of contribution to the presidential campaign fund question on form ...

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Re: Backdoor Roth Conversions getting flagged as "excess contributions"

Re: What were your Roth IRA contributions prior to 2025?

Backdoor Roth Conversions getting flagged as "excess contributions"

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: Turbotax 2025 expects an RMD from my pension (and calculates an RMD penalty for me).

Re: What were your Roth IRA contributions prior to 2025?

Re: Turbotax 2025 expects an RMD from my pension (and calculates an RMD penalty for me).

Re: If an inherited IRA was distributed on 03-29-2024 why do I need to know the RMD amount for December 31, 2024?

Re: TurboTax Software Error – Incorrect Default Setting Caused Miscalculation of Taxable Social Security

Re: I have been in theatre for years. I am retired but will be directing a play and doing it pro bono. Can I deduct expenses?

Re: TurboTax Software Error – Incorrect Default Setting Caused Miscalculation of Taxable Social Security

The software wants me to review hundreds of lines from my 1099-B individually. I reviewed several and they appear correct. Can I bulk review or bypass this?

Re: My 1099-NEC lists state income in box 7, but boxes 5 and 6 are blank. The software requires m...

Re: My 1099-NEC lists state income in box 7, but boxes 5 and 6 are blank. The software requires m...

Re: Can I change my selection of contribution to the presidential campaign fund question on form ...

Do you have a TurboTax Online account?

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