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Re: Direct rollover from qualifying plan to traditional IRA getting included in taxable income, causing audit for NYS taxes from 2022?

2 Replies 664 Views

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Re: I'm 61 years old, why does turbotax need to know my cumulative contributions to my roth IRA?

2 Replies 1538 Views

2 Replies

1 Kudos

Re: Why is TT routing me to a Canadian Pension screen?

1 Reply 453 Views

1 Reply

1 Kudos

Re: On Pensions, Annuities and IRA wks - Part A, Line 4a what does "the total of IRA contribution...

0 Replies 163 Views

0 Replies

1 Kudos

Re: Calculating 2026 Estimated Taxes with Social Security Retirement Benefits as Major Income Source

0 Replies 3381 Views

0 Replies

1 Kudos

Re: Excess 403b contribution withdrawn immediately but not reported as a corrective districution ...

0 Replies 7374 Views

0 Replies

1 Kudos

Re: Excess 401k Contributions

5 Replies 3400 Views

5 Replies

1 Kudos

Re: Does anyone received pension from England and receive a tax form?

1 Reply 644 Views

1 Reply

1 Kudos

Re: Where can we enter 1099-G forms for MA PFML benefits? The TurboTax online software backs us o...

1 Reply 458 Views

1 Reply

1 Kudos

Re: 1099R

0 Replies 2628 Views

0 Replies

1 Kudos

Re: Entering 1099R in turbo tax for inherited NY state retirement system. NY state shows "exempt"

0 Replies 838 Views

0 Replies

1 Kudos

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

0 Replies 3472 Views

0 Replies

1 Kudos

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

17 Replies 1230 Views

17 Replies

1 Kudos

Re: on my 1099-R the box 9a (your percentage of total distribution) is highlighted in color red on my TurboTax screen but my 1099-r actual paper has no value in there?

0 Replies 1253 Views

0 Replies

1 Kudos

Re: How does one check the box on form 1040-SR about your main home was in the U.S. for more than half of 2025?

0 Replies 1632 Views

0 Replies

1 Kudos

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Re: Direct rollover from qualifying plan to traditional IRA getting included in taxable income, causing audit for NYS taxes from 2022?

Re: I'm 61 years old, why does turbotax need to know my cumulative contributions to my roth IRA?

Re: Why is TT routing me to a Canadian Pension screen?

Re: On Pensions, Annuities and IRA wks - Part A, Line 4a what does "the total of IRA contribution...

Re: Calculating 2026 Estimated Taxes with Social Security Retirement Benefits as Major Income Source

Re: Excess 403b contribution withdrawn immediately but not reported as a corrective districution ...

Re: Excess 401k Contributions

Re: Does anyone received pension from England and receive a tax form?

Re: Where can we enter 1099-G forms for MA PFML benefits? The TurboTax online software backs us o...

Re: 1099R

Re: Entering 1099R in turbo tax for inherited NY state retirement system. NY state shows "exempt"

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

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

Re: on my 1099-R the box 9a (your percentage of total distribution) is highlighted in color red on my TurboTax screen but my 1099-r actual paper has no value in there?

Re: How does one check the box on form 1040-SR about your main home was in the U.S. for more than half of 2025?

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