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Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

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39 Replies 7714 Views

39 Replies

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Re: Two 1099-Rs: 2023 and 2024 IRA excess contributions

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10 Replies 5916 Views

10 Replies

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Re: I rolled over my 401k to a traditional IRA. Do I check the box that says I moved it to a Roth...

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0 Replies 525 Views

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Re: Two 1099-Rs: 2023 and 2024 IRA excess contributions

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11 Replies 5921 Views

11 Replies

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Re: Taxation on RMDs

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16 Replies 8303 Views

16 Replies

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Re: I rolled over my 401K to an IRA. It was an indirect rollover and the check was deposited within 60-days. I received a 1099-R but I believe I need to only report in 1040

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0 Replies 2729 Views

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Re: I rolled over my 401K to an IRA. It was an indirect rollover and the check was deposited within 60-days. I received a 1099-R but I believe I need to only report in 1040

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3 Replies 2732 Views

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Re: Two 1099-Rs: 2023 and 2024 IRA excess contributions

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12 Replies 5925 Views

12 Replies

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Re: On line 16 on my 1099-r is 0.00; however, It says state distribution amount should not be les...

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2 Replies 1336 Views

2 Replies

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Re: TDA trans'ed to Schwab in 2024.I have 2 1099R's, one from each custodian. I split my RMD betw...

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4 Replies 3287 Views

4 Replies

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Re: 2024 Roth IRA excess contribute withdrawn in 2025 before filing deadline

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2 Replies 4570 Views

2 Replies

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Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have.

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1 Reply 6291 Views

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Re: There is no amount in box 16 in our 1099 Rs. Turbo tax wants us to put in amount or we can’t file. Is this a glitch?

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0 Replies 818 Views

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Re: TurboTax says "your taxable income was $57,872. Based on this amount, your total tax is $11,498." I am filing MarriedJoint. It should be around $7k, right?

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Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

Re: Two 1099-Rs: 2023 and 2024 IRA excess contributions

Re: I rolled over my 401k to a traditional IRA. Do I check the box that says I moved it to a Roth...

Re: Two 1099-Rs: 2023 and 2024 IRA excess contributions

Re: Taxation on RMDs

Re: I rolled over my 401K to an IRA. It was an indirect rollover and the check was deposited within 60-days. I received a 1099-R but I believe I need to only report in 1040

Re: I rolled over my 401K to an IRA. It was an indirect rollover and the check was deposited within 60-days. I received a 1099-R but I believe I need to only report in 1040

Re: Two 1099-Rs: 2023 and 2024 IRA excess contributions

Re: On line 16 on my 1099-r is 0.00; however, It says state distribution amount should not be les...

Re: TDA trans'ed to Schwab in 2024.I have 2 1099R's, one from each custodian. I split my RMD betw...

Re: 2024 Roth IRA excess contribute withdrawn in 2025 before filing deadline

Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have.

Re: There is no amount in box 16 in our 1099 Rs. Turbo tax wants us to put in amount or we can’t file. Is this a glitch?

Re: TurboTax says "your taxable income was $57,872. Based on this amount, your total tax is $11,498." I am filing MarriedJoint. It should be around $7k, right?

RMD withdrawel issue

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