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Re: Recharacterize Tax for 2025 and 2026 in 3/2026 into Rollover IRA with Pretax Money - Can I do Backdoor Roth Conversion without pro-rata rule?

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Re: Why am I paying taxes on all of my social security when I didn’t in the past. Only other income I have is from my pension.

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Re: How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

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Re: Taxable portion of nonqualified annuity

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Re: is there a penalty for over contribution to Roth IRA in 2024 but removed before filing taxes?...

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Re: All investments on my form 1099-B are listed as mandatory mergers. Is that still considered b...

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Re: Help with Roth ira excess contribution and early return taxed.

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Re: roth excess contribution 2025 -- removed but how to report in 2025 return

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7 Replies 4438 Views

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Re: Is there a way to add the 1099-R amount from my 1099-R document from a firm not listed in fin...

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Re: It appears there is a bug in the software around form 1099-Q. The Box 2 + Box 3 amts = Box 1 ...

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Re: Making a Roth IRA Contribution with Fellowship Stipend income

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Re: Turbotax desktop telling me some of my 529 distribution is excess. All distributions should b...

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Re: Making a Roth IRA Contribution with Fellowship Stipend income

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1 Reply 2146 Views

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Re: Can I take an IRA deduction if I am currently receiving a pension?

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Re: RRB 1099

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Re: Recharacterize Tax for 2025 and 2026 in 3/2026 into Rollover IRA with Pretax Money - Can I do Backdoor Roth Conversion without pro-rata rule?

Re: Why am I paying taxes on all of my social security when I didn’t in the past. Only other income I have is from my pension.

Re: How do I unlink the Line D link field in Form 1099-Q from a Qualified Education Expenses Worksheet? The "Review" keeps flagging this as an error. Thanks.

Re: Taxable portion of nonqualified annuity

Re: is there a penalty for over contribution to Roth IRA in 2024 but removed before filing taxes?...

Re: All investments on my form 1099-B are listed as mandatory mergers. Is that still considered b...

Re: Help with Roth ira excess contribution and early return taxed.

Re: roth excess contribution 2025 -- removed but how to report in 2025 return

Re: Is there a way to add the 1099-R amount from my 1099-R document from a firm not listed in fin...

Re: It appears there is a bug in the software around form 1099-Q. The Box 2 + Box 3 amts = Box 1 ...

Re: Making a Roth IRA Contribution with Fellowship Stipend income

Re: Turbotax desktop telling me some of my 529 distribution is excess. All distributions should b...

Re: Making a Roth IRA Contribution with Fellowship Stipend income

Re: Can I take an IRA deduction if I am currently receiving a pension?

Re: RRB 1099

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