Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

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.

by on

0 Replies 3903 Views

0 Replies

4 Kudos

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

by on

0 Replies 9631 Views

0 Replies

4 Kudos

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

by on

1 Reply 9713 Views

1 Reply

4 Kudos

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

by on

3 Replies 5103 Views

3 Replies

4 Kudos

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

by on

39 Replies 6211 Views

39 Replies

4 Kudos

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.

by on

3 Replies 2609 Views

3 Replies

4 Kudos

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.

by on Latest post on by

43 Replies 6763 Views

43 Replies

4 Kudos

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 ?

by on

7 Replies 4524 Views

7 Replies

4 Kudos

Re: When are you going to make turbotax 2025 operational for storcks, IRAs, pensions etc?

by on

3 Replies 5833 Views

3 Replies

4 Kudos

2025 TurboTax 1099R

by on Latest post on by

9 Replies 4566 Views

9 Replies

4 Kudos

Re: 2025 Software not functional

by on

0 Replies 4083 Views

0 Replies

4 Kudos

Re: Has anyone in the community checked their effective tax rate to see if TurboTax is calculating correctly?

2 Replies 5956 Views

2 Replies

3 Kudos

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

by on

0 Replies 669 Views

0 Replies

3 Kudos

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

by on

3 Replies 771 Views

3 Replies

3 Kudos

Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on Decembe...

by on

11 Replies 6573 Views

11 Replies

3 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

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: 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: 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: 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 ?

Re: When are you going to make turbotax 2025 operational for storcks, IRAs, pensions etc?

2025 TurboTax 1099R

Re: 2025 Software not functional

Re: Has anyone in the community checked their effective tax rate to see if TurboTax is calculating correctly?

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

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

Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on Decembe...

Do you have a TurboTax Online account?

Cheers Leaderboard