Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: I inherited an IRA from my mother in 2020, who was 83 when she died. Can I make use of the "10-year rule", and wait to make withdrawals? Or do I need to make an RMD now?

by on

34 Replies 4517 Views

34 Replies

1 Kudos

Re: I'm a getting a error stating that a 1099R payers zip code is invalid (zip is 02090), I have confirmed that the zip is correct - how can I resolve this?

by on

0 Replies 314 Views

0 Replies

1 Kudos

Re: Does turbotax allow me to use form 1040 instead of 1040SR?

by on

2 Replies 5906 Views

2 Replies

6 Kudos

Re: Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result ...

by on

0 Replies 1516 Views

0 Replies

1 Kudos

Re: Does turbotax allow me to use form 1040 instead of 1040SR?

by on

1 Reply 6039 Views

1 Reply

5 Kudos

Re: Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result ...

by on

4 Replies 1556 Views

4 Replies

1 Kudos

Re: Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result ...

by on

1 Reply 1559 Views

1 Reply

1 Kudos

Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result with 0 or full box1 tax. Box1 is trad roth rollover.

by on Latest post by

10 Replies 1634 Views

10 Replies

1 Kudos

Re: I didn’t get a 1099-NEC , what do I do ?

by on

0 Replies 6740 Views

0 Replies

1 Kudos

Re: My 1099-DIV has a value in Box 2f, but TurboTax doesn't have fields for boxes 2e or 2f.

by on

1 Reply 3713 Views

1 Reply

3 Kudos

Re: Had two jobs but one W2 since employers used a PEO. Had too much social security withheld. TT...

by on

10 Replies 5021 Views

10 Replies

1 Kudos

Re: How do you enter your SEP IRA Contributions? The link doesn't seem to work when you search fo...

by on

1 Reply 9848 Views

1 Reply

2 Kudos

Re: How do you enter your SEP IRA Contributions? The link doesn't seem to work when you search fo...

by on

1 Reply 10092 Views

1 Reply

2 Kudos

Re: I received a Schedule K-1 for an investment in an IRA account. Should a Schedule K-1 been iss...

by on

10 Replies 83512 Views

10 Replies

4 Kudos

I have a downloaded 1099-B from LendingClub with hundreds of legitimate lines with cost basis of zero that TTax now wants me to review individually. How to do quickly?

by on Latest post on by

4 Replies 3400 Views

4 Replies

4 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: I inherited an IRA from my mother in 2020, who was 83 when she died. Can I make use of the "10-year rule", and wait to make withdrawals? Or do I need to make an RMD now?

Re: I'm a getting a error stating that a 1099R payers zip code is invalid (zip is 02090), I have confirmed that the zip is correct - how can I resolve this?

Re: Does turbotax allow me to use form 1040 instead of 1040SR?

Re: Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result ...

Re: Does turbotax allow me to use form 1040 instead of 1040SR?

Re: Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result ...

Re: Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result ...

Big bug. 1099R with box1>box2a. It failed to use correct tax amount in box 2a. Either result with 0 or full box1 tax. Box1 is trad roth rollover.

Re: I didn’t get a 1099-NEC , what do I do ?

Re: My 1099-DIV has a value in Box 2f, but TurboTax doesn't have fields for boxes 2e or 2f.

Re: Had two jobs but one W2 since employers used a PEO. Had too much social security withheld. TT...

Re: How do you enter your SEP IRA Contributions? The link doesn't seem to work when you search fo...

Re: How do you enter your SEP IRA Contributions? The link doesn't seem to work when you search fo...

Re: I received a Schedule K-1 for an investment in an IRA account. Should a Schedule K-1 been iss...

I have a downloaded 1099-B from LendingClub with hundreds of legitimate lines with cost basis of zero that TTax now wants me to review individually. How to do quickly?

Do you have a TurboTax Online account?

Cheers Leaderboard