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Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

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Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

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Re: TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust?...

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Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

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Re: Cannot include an explanation statement for form 5329. The Quickzoom launches a statement, but I am not allowed to type (get red font that disappears)

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Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

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Re: How To Enter Social Security Windfall Repayment for Tax Year 2025

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Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

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Re: Bug Report: Error 1101 (Blank Screen) when Box 12 401k contributions exceed $23,000 (wtt_err....

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

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Re: Roth recharacterization to Traditional, followed by backdoor back to Roth

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Re: Roth recharacterization to Traditional, followed by backdoor back to Roth

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Roth recharacterization to Traditional, followed by backdoor back to Roth

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Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust?...

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: Estimated tax payment vouchers for 2026 not populating in TurboTax Deluxe desktop

Re: Estimated tax payment vouchers for 2026 not populating in TurboTax Deluxe desktop

Re: Cannot include an explanation statement for form 5329. The Quickzoom launches a statement, but I am not allowed to type (get red font that disappears)

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

Re: How To Enter Social Security Windfall Repayment for Tax Year 2025

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: Bug Report: Error 1101 (Blank Screen) when Box 12 401k contributions exceed $23,000 (wtt_err....

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

Re: Roth recharacterization to Traditional, followed by backdoor back to Roth

Re: Roth recharacterization to Traditional, followed by backdoor back to Roth

Roth recharacterization to Traditional, followed by backdoor back to Roth

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