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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

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Re: Taxable amount of retirement annuity

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Re: How To Enter Social Security Windfall Repayment for Tax Year 2025

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Re: Backdoor Roth Conversions getting flagged as "excess contributions"

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52 Replies 11177 Views

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

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Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498.

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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.

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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2 Replies 894 Views

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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.

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0 Replies 3358 Views

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Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

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Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

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39 Replies 5532 Views

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Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

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3 Replies 2376 Views

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Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: How to enter Room & Board expenses in 1098-T / 1099-Q sections

Re: Taxable amount of retirement annuity

Re: How To Enter Social Security Windfall Repayment for Tax Year 2025

Re: Backdoor Roth Conversions getting flagged as "excess contributions"

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

Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498.

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: I am trying to complete the final review of all my entered information and it is asking me to...

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: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

Re: 1099-Q QTP to Roth IRA roll-over is being taxed as income?

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: I am trying to complete the final review of all my entered information and it is asking me to...

Re: Why doesn't Turbo Tax use Box 2a Taxable amount from my CSA 1099R from OPM? It calculates an inaccurate taxable amount that does not match the CSA 1099R.

Do you have a TurboTax Online account?

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