Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: Why is TurboTax asking me to enter info from Form 5498? My financial institution does not have it ready, as it's not required to file taxes. I am not old enough for RMDs either.

by on

4 Replies 1660 Views

4 Replies

1 Kudos

Re: Use exact dollar amount for RMD?

by on

1 Reply 240 Views

1 Reply

1 Kudos

Re: CT %@( contributions

by on

0 Replies 367 Views

0 Replies

1 Kudos

Re: what to do if "tax on excess accumulations in retirement accounts" is incorrect?

by on

2 Replies 561 Views

2 Replies

1 Kudos

Re: Reporting RMD on inherited Roth IRA

by on

3 Replies 1477 Views

3 Replies

1 Kudos

Re: Can I add a form 982 for my 1099-C I have filled out a Insolvency worksheet ?

by on

0 Replies 203 Views

0 Replies

1 Kudos

Re: Where is the retirement plan at work option found in the IRA deduction section? I cannot find it.

by on

11 Replies 1398 Views

11 Replies

1 Kudos

Re: How to Report 2025 traditional IRA Excess Contributions Removal on 2025 Return without 1099-R?

by on

2 Replies 2402 Views

2 Replies

1 Kudos

Re: Qualified Distribution- Birth

by on

0 Replies 648 Views

0 Replies

1 Kudos

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

by on

0 Replies 1800 Views

0 Replies

1 Kudos

Re: Wisconsin return still rejected after TurboTax 2/26 update.

by on

1 Reply 2375 Views

1 Reply

1 Kudos

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

by on

1 Reply 720 Views

1 Reply

1 Kudos

Re: My bank did not take out my RMD last year. I have since taken it out. How do I report this?

by on

3 Replies 1167 Views

3 Replies

1 Kudos

Re: Will I able to fill 8606 form from Turbotax? Now I requested fill info from form 5498 when I converted $ from traditional IRA to Roth IRA. or if you have updated.

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: Why is TurboTax asking me to enter info from Form 5498? My financial institution does not have it ready, as it's not required to file taxes. I am not old enough for RMDs either.

Re: Use exact dollar amount for RMD?

Re: CT %@( contributions

Re: what to do if "tax on excess accumulations in retirement accounts" is incorrect?

Re: Reporting RMD on inherited Roth IRA

Re: Can I add a form 982 for my 1099-C I have filled out a Insolvency worksheet ?

Re: Where is the retirement plan at work option found in the IRA deduction section? I cannot find it.

Re: How to Report 2025 traditional IRA Excess Contributions Removal on 2025 Return without 1099-R?

Re: Qualified Distribution- Birth

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

Re: Wisconsin return still rejected after TurboTax 2/26 update.

Re: we rolled over $7000 from my son's 529 plan to his roth IRA. I indicated it was a roth IRA rollover within turbo tax, yet it seems to be making this taxable when not.

Re: My bank did not take out my RMD last year. I have since taken it out. How do I report this?

Re: Will I able to fill 8606 form from Turbotax? Now I requested fill info from form 5498 when I converted $ from traditional IRA to Roth IRA. or if you have updated.

Re: 1099s Issued to "Estate of xxxxx"

Do you have a TurboTax Online account?

Cheers Leaderboard