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

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Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available?...

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Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

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RMD taken correctly, but penalty assessed

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Re: keeps asking for canadian pension info don't have any

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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: I am trying to complete the final review of all my entered information and it is asking me to...

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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: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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39 Replies 4692 Views

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

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available?...

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

RMD taken correctly, but penalty assessed

Re: keeps asking for canadian pension info don't have any

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: I am trying to complete the final review of all my entered information and it is asking me to...

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: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: I am trying to complete the final review of all my entered information and it is asking me to...

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.

Do you have a TurboTax Online account?

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