Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: I am unable to delete a 1099-b that was entered on turbotax 2024 online purchase. The delete ...

by on

6 Replies 4049 Views

6 Replies

6 Kudos

Re: how do I report 529 distribution to Roth IRA?

by on

0 Replies 2528 Views

0 Replies

6 Kudos

Re: I am unable to delete a 1099-b that was entered on turbotax 2024 online purchase. The delete ...

by on

8 Replies 4303 Views

8 Replies

5 Kudos

For 2025, the IRS is introducing a new code Y for QCDs

by on Latest post on by

2 Replies 9069 Views

2 Replies

4 Kudos

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this...

by on

8 Replies 2511 Views

8 Replies

4 Kudos

Re: Box 16 - 1099-R

by on

1 Reply 1672 Views

1 Reply

5 Kudos

Re: Box 16 - 1099-R

by on

1 Reply 11585 Views

1 Reply

5 Kudos

Re: Received 1099-Q for roll-over of 529 to Roth IRA but this transfer is not available on Turbo ...

by on

5 Replies 2264 Views

5 Replies

7 Kudos

Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of ...

by on

42 Replies 5748 Views

42 Replies

9 Kudos

Re: best way to transfer home to son

by on

2 Replies 5344 Views

2 Replies

3 Kudos

Re: Pension is being counted as earned income for Social Security

by on

0 Replies 1063 Views

0 Replies

3 Kudos

Re: 1099-R format not recognized (Foreign Service Retirement System)

by on

0 Replies 1738 Views

0 Replies

3 Kudos

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this error: Was This Distribution From a 403(b) Plan? My only choices are 1) Yes, or 2) No, it was from a...

by on

0 Replies 1957 Views

0 Replies

3 Kudos

Re: RMD taken correctly, but penalty assessed

by on

1 Reply 1579 Views

1 Reply

3 Kudos

Re: 1099-R Box 16 is blank and Box 14 filled, so TT won't let me proceed. Always allowed in the past!

by on

0 Replies 1318 Views

0 Replies

3 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: I am unable to delete a 1099-b that was entered on turbotax 2024 online purchase. The delete ...

Re: how do I report 529 distribution to Roth IRA?

Re: I am unable to delete a 1099-b that was entered on turbotax 2024 online purchase. The delete ...

For 2025, the IRS is introducing a new code Y for QCDs

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this...

Re: Box 16 - 1099-R

Re: Box 16 - 1099-R

Re: Received 1099-Q for roll-over of 529 to Roth IRA but this transfer is not available on Turbo ...

Re: I have multiple IRAs. In total I have withdrawn my full RMD but not the full RMD from one of ...

Re: best way to transfer home to son

Re: Pension is being counted as earned income for Social Security

Re: 1099-R format not recognized (Foreign Service Retirement System)

Re: I have a pension from a non-qualified plan. However, TurboTax keeps asking me to correct this error: Was This Distribution From a 403(b) Plan? My only choices are 1) Yes, or 2) No, it was from a...

Re: RMD taken correctly, but penalty assessed

Re: 1099-R Box 16 is blank and Box 14 filled, so TT won't let me proceed. Always allowed in the past!

Do you have a TurboTax Online account?

Cheers Leaderboard