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Re: Accidently moved ROTH 401k into Rollover IRA

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Can I determine why Turbo Tax thinks I did not take out my RMD?

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Re: I turn 73 in 2025 so must start taking RMDs. Can I split my 'initial' RMD between 2025 & 2026 as long as my full RMD for 2025 is done by April 1, 2026? Will the IRS know?

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Re: Rule of 55

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Re: 1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gross distribution or state distribution (nothing in box 16 on my form).

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Should I answer yes to the "Age at Distribution" question regarding 1099-SA even though I was not 65 all year?

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Re: Does military retirement pay count as a qualified plan?

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Re: Why does is say I have additional medicare tax? (form 8959)

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Re: Are social security benefits considered taxable income ?

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Entering Roth IRA Excess Contribution and Removal

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Re: Can I correct an entry in box 14a that says New York State witholdings can not be greater than or equal to gross distribution or state distribution ?

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Re: Anybody have problems finding the document ID number on their 1099-R?

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Re: Anybody have problems finding the document ID number on their 1099-R?

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Re: Anybody have problems finding the document ID number on their 1099-R?

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Re: Backdoor Roth for Prior Year Conversion and Filing

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Re: Accidently moved ROTH 401k into Rollover IRA

Can I determine why Turbo Tax thinks I did not take out my RMD?

Re: I turn 73 in 2025 so must start taking RMDs. Can I split my 'initial' RMD between 2025 & 2026 as long as my full RMD for 2025 is done by April 1, 2026? Will the IRS know?

Re: Rule of 55

Re: 1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gross distribution or state distribution (nothing in box 16 on my form).

Should I answer yes to the "Age at Distribution" question regarding 1099-SA even though I was not 65 all year?

Re: Does military retirement pay count as a qualified plan?

Re: Why does is say I have additional medicare tax? (form 8959)

Re: Are social security benefits considered taxable income ?

Entering Roth IRA Excess Contribution and Removal

Re: Can I correct an entry in box 14a that says New York State witholdings can not be greater than or equal to gross distribution or state distribution ?

Re: Anybody have problems finding the document ID number on their 1099-R?

Re: Anybody have problems finding the document ID number on their 1099-R?

Re: Anybody have problems finding the document ID number on their 1099-R?

Re: Backdoor Roth for Prior Year Conversion and Filing

Do you have a TurboTax Online account?

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