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

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Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available?...

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3 Replies 2053 Views

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Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

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

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0 Replies 1147 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 2458 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...

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2 Replies 689 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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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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3 Replies 1257 Views

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4 Kudos

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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1 Reply 3579 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...

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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 4698 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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Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

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7 Replies 3745 Views

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

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available?...

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

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

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

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: 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.

Re: When will the IRA, 401(k), Pension Plan Withdrawals (1099-R)Form 1099-R section be available? The program indicates "available soon" as of 12/26/25 ?

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