Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: Reporting 401(k) excess contribution without removing it

by on

0 Replies 7114 Views

0 Replies

3 Kudos

Re: Does military retirement pay count as a qualified plan?

by on

1 Reply 6802 Views

1 Reply

2 Kudos

Re: Back Door Roth Conversion

by on

6 Replies 31411 Views

6 Replies

3 Kudos

Re: Can anyone tell me what Permissible Section 414(w) Withdrawals are?

by on

0 Replies 563 Views

0 Replies

2 Kudos

Re: TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or Deductions (Form 5329)" but I looked up that form and I don't. Why?

by on

1 Reply 1992 Views

1 Reply

2 Kudos

Re: What is the formula Turbotax uses to calculate the Effective tax rate shown on the cover sheet?

by on

1 Reply 14007 Views

1 Reply

4 Kudos

Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

by on Latest post on by

7 Replies 10098 Views

7 Replies

2 Kudos

I did a 401k rollover to an IRA and TurboTax is showing it as income. Is that accurate?

by on Latest post on by

13 Replies 16310 Views

13 Replies

3 Kudos

Re: Pension plans

by on

1 Reply 34592 Views

1 Reply

2 Kudos

Re: Is a Pension Distribution considered an RMD? Need to know which box to check.

by on

0 Replies 7718 Views

0 Replies

5 Kudos

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

by on

1 Reply 5087 Views

1 Reply

4 Kudos

Re: 1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gr...

by on

21 Replies 20221 Views

21 Replies

12 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: Reporting 401(k) excess contribution without removing it

Re: Does military retirement pay count as a qualified plan?

Re: Back Door Roth Conversion

Re: Can anyone tell me what Permissible Section 414(w) Withdrawals are?

Re: TurboTax says I need to upgrade because "you have Additional Tax on Excess Contributions or Deductions (Form 5329)" but I looked up that form and I don't. Why?

Re: What is the formula Turbotax uses to calculate the Effective tax rate shown on the cover sheet?

Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

I did a 401k rollover to an IRA and TurboTax is showing it as income. Is that accurate?

Re: Pension plans

Re: Is a Pension Distribution considered an RMD? Need to know which box to check.

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

Re: 1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gr...

Re: I have never before seen "For purposes of figuring the underpayment penalty, you may elect to...

Re: Yes, this is because entering your HSA is a two-step proc...

Re: TurboTax asks the RMD question for any 1099-R if over age...

Do you have a TurboTax Online account?

Cheers Leaderboard