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Backdoor Roth Conversions getting flagged as "excess contributions"

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Re: 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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1 Reply

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I am trying to complete the final review of all my entered information and it is asking me to review the Canada Pension section. This does not apply to me and can't skip.

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41 Replies 4223 Views

41 Replies

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Re: How do I recategorize my Roth IRA contribution for 2025? I'm over the income limit, but already made the contribution.

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3 Replies 1267 Views

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1 Kudos

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

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0 Replies 6514 Views

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

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1 Reply 6669 Views

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Re: Why must RMD be completed before doing ROTH conversion

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0 Replies 2870 Views

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Re: In the final review/file stage, how do I get past a looping error regarding Form 1099-R, NY S...

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2 Replies 2571 Views

2 Replies

2 Kudos

Re: Turbotax, we have a problem-spousal IRA

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19 Replies 5948 Views

19 Replies

2 Kudos

Re: RMD taken correctly, but penalty assessed

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0 Replies 7768 Views

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1 Kudos

Re: RMD taken correctly, but penalty assessed

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3 Replies 7835 Views

3 Replies

2 Kudos

RMD taken correctly, but penalty assessed

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81 Replies 7889 Views

81 Replies

4 Kudos

Re: My child is a minor and received a SSA 1099. How do I determine if I need to file that on my taxes?

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0 Replies 8647 Views

0 Replies

1 Kudos

Re: Every year I have to ask TurboTax the same question - Where do I enter income from an overseas (United Kingdom) pension for me and my wife? Can anyone help me?

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1 Reply 1210 Views

1 Reply

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Re: During review of MA State Form 1. "Tax-Exempt Pension should not be entered directly on Form ...

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2 Replies 3338 Views

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1 Kudos

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Backdoor Roth Conversions getting flagged as "excess contributions"

Re: 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.

I am trying to complete the final review of all my entered information and it is asking me to review the Canada Pension section. This does not apply to me and can't skip.

Re: How do I recategorize my Roth IRA contribution for 2025? I'm over the income limit, but already made the contribution.

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

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

Re: Why must RMD be completed before doing ROTH conversion

Re: In the final review/file stage, how do I get past a looping error regarding Form 1099-R, NY S...

Re: Turbotax, we have a problem-spousal IRA

Re: RMD taken correctly, but penalty assessed

Re: RMD taken correctly, but penalty assessed

RMD taken correctly, but penalty assessed

Re: My child is a minor and received a SSA 1099. How do I determine if I need to file that on my taxes?

Re: Every year I have to ask TurboTax the same question - Where do I enter income from an overseas (United Kingdom) pension for me and my wife? Can anyone help me?

Re: During review of MA State Form 1. "Tax-Exempt Pension should not be entered directly on Form ...

Do you have a TurboTax Online account?

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