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Re: "For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?" Re: pension yes for taxable amt is that what Q means?

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Re: Household Employee Info

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For my 1st year for RMD withdrawals, how can I enter into Turbo Tax a 1099-R that takes a partial RMD from that IRA and converts the remaining withdrawal to a Roth IRA ?

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Re: What is the time frame of when IRA $ were rolled over or converted? Only within 2025, or long ago when I retired and rolled employer’s IRA into a private one?

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Re: Recharacterization and Backdoor Roth Conversion Reporting Question

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Re: I received an error with my 1099-R form. The online form has a "State distribution" but my ph...

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Re: Recharacterization and Backdoor Roth Conversion Reporting Question

4 Replies 5843 Views

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Re: Recharacterization and Backdoor Roth Conversion Reporting Question

6 Replies 6038 Views

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Re: How to enter and maximize SEP IRA contributions in Turbotax Online for my single member LLC

0 Replies 1498 Views

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Re: where do I enter Canadian social security payments in my US tax filing?

1 Reply 724 Views

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Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists the value must be greater. What do I do here? Do I just remove this 1099-R?

1 Reply 1015 Views

1 Reply

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Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists t...

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Re: I can't get the online version to prompt me about a missed RMD, and I can't add it under othe...

0 Replies 671 Views

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Re: Recharacterization and Backdoor Roth Conversion Reporting Question

11 Replies 7508 Views

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Re: How do you adjust taxable amount of soc sec benefits? According to IRS pub 915, U.S. citizens...

2 Replies 368 Views

2 Replies

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Re: "For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?" Re: pension yes for taxable amt is that what Q means?

Re: Household Employee Info

For my 1st year for RMD withdrawals, how can I enter into Turbo Tax a 1099-R that takes a partial RMD from that IRA and converts the remaining withdrawal to a Roth IRA ?

Re: What is the time frame of when IRA $ were rolled over or converted? Only within 2025, or long ago when I retired and rolled employer’s IRA into a private one?

Re: Recharacterization and Backdoor Roth Conversion Reporting Question

Re: I received an error with my 1099-R form. The online form has a "State distribution" but my ph...

Re: Recharacterization and Backdoor Roth Conversion Reporting Question

Re: Recharacterization and Backdoor Roth Conversion Reporting Question

Re: How to enter and maximize SEP IRA contributions in Turbotax Online for my single member LLC

Re: where do I enter Canadian social security payments in my US tax filing?

Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists the value must be greater. What do I do here? Do I just remove this 1099-R?

Re: I received a 1099-R with $0.00 in Box 1. Distribution code in Box 7 is 7B. TurboTax insists t...

Re: I can't get the online version to prompt me about a missed RMD, and I can't add it under othe...

Re: Recharacterization and Backdoor Roth Conversion Reporting Question

Re: How do you adjust taxable amount of soc sec benefits? According to IRS pub 915, U.S. citizens...

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