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Re: I am reporting my 1099-R. TT asks if I rolled over to a Roth IRA. It seems to include all of my distribution as a Rollover instead of just part of it. How do I fix?

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Re: I added income from my 1099-K and when trying to file, I get an error via Form 1099-B, saying...

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Re: My form 8995 has an entry for REIT and PTP income, but I don’t believe I have any. Where did ...

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Re: Excess Roth IRA Contribution - Prior Year Tax Amendment Required?

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Re: I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid fil...

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Re: TurboTax appears to be doubling my Required Minimum Distribution. Fix?

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My form 8995 has an entry for REIT and PTP income, but I don’t believe I have any. Where did the data for that entry come from?

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I added income from my 1099-K and when trying to file, I get an error via Form 1099-B, saying the sales proceeds don't match the payment amount on 1099-K. What do I do?

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Re: 1099-R possibly incorrect

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Re: 1099-R possibly incorrect

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Re: My mother died in 2023. I got a distribution from her IRA. I entered the 1099-R into Turbo Tax and it's asking about the RMD since she was over 73. What do I do?

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Re: Should I use all of my IRA basis this year? I converted money from a traditional ira to a roth ira. I may or may not convert more in the future.

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Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of ...

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Re: I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid filling out this form?

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3 Replies 9449 Views

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Re: I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid filling out this form?

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Re: I am reporting my 1099-R. TT asks if I rolled over to a Roth IRA. It seems to include all of my distribution as a Rollover instead of just part of it. How do I fix?

Re: I added income from my 1099-K and when trying to file, I get an error via Form 1099-B, saying...

Re: My form 8995 has an entry for REIT and PTP income, but I don’t believe I have any. Where did ...

Re: Excess Roth IRA Contribution - Prior Year Tax Amendment Required?

Re: I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid fil...

Re: TurboTax appears to be doubling my Required Minimum Distribution. Fix?

My form 8995 has an entry for REIT and PTP income, but I don’t believe I have any. Where did the data for that entry come from?

I added income from my 1099-K and when trying to file, I get an error via Form 1099-B, saying the sales proceeds don't match the payment amount on 1099-K. What do I do?

Re: 1099-R possibly incorrect

Re: 1099-R possibly incorrect

Re: My mother died in 2023. I got a distribution from her IRA. I entered the 1099-R into Turbo Tax and it's asking about the RMD since she was over 73. What do I do?

Re: Should I use all of my IRA basis this year? I converted money from a traditional ira to a roth ira. I may or may not convert more in the future.

Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of ...

Re: I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid filling out this form?

Re: I don't have any pensions but TurboTax is requiring me to fill out M1QPEN. How do I avoid filling out this form?

Do you have a TurboTax Online account?

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