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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: It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

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Re: If an IRA contribution is not deductible due to excess MAGI, what should be done?

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0 Replies 617 Views

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Re: 1099-R for my wife (Texas Teachers Retirement)

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Re: Form 5329 Line 2 is not calculating correctly. I have unreimbursed medical expenses

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1 Reply 745 Views

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

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0 Replies 1150 Views

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Re: 401k rollover to ira showing as Income impact IRMAA?

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Re: TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust?...

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Re: How to report cost basis when zero cost basis was provided to 529 plan for the ESA rollover?

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Re: 401k rollover to ira showing as Income impact IRMAA?

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

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15 Replies 5446 Views

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Re: Reporting a Recharacterization for Backdoor Roth IRA

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8 Replies 9197 Views

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Re: Reporting RMD on inherited Roth IRA

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Re: Treating Inherited Spousal Traditional IRA as Your Own

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Re: Clarification on 2024 Roth excess contribution 1099-R

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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.

Re: It appears that the online turbo tax is not calculating the social security taxable amount correctly for married filing jointly. How can I correct this?

Re: If an IRA contribution is not deductible due to excess MAGI, what should be done?

Re: 1099-R for my wife (Texas Teachers Retirement)

Re: Form 5329 Line 2 is not calculating correctly. I have unreimbursed medical expenses

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

Re: 401k rollover to ira showing as Income impact IRMAA?

Re: TurboTax is charging me tax on a qualified 529 to Roth Distribution, Any ideas how to adjust?...

Re: How to report cost basis when zero cost basis was provided to 529 plan for the ESA rollover?

Re: 401k rollover to ira showing as Income impact IRMAA?

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

Re: Reporting a Recharacterization for Backdoor Roth IRA

Re: Reporting RMD on inherited Roth IRA

Re: Treating Inherited Spousal Traditional IRA as Your Own

Re: Clarification on 2024 Roth excess contribution 1099-R

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