Cheers Leaderboard

Time Range:

Top Kudoed Posts in 'Retirement tax questions'

Re: 2024 Turbotax Deluxe not recognizing 2 separate IRA 1099-R RMD entries that equal the full RMD $ distribution and shows additional taxes are due on form 5329?

by on

1 Reply 10336 Views

1 Reply

2 Kudos

Qualified Distribution- Birth

by on Latest post on by

3 Replies 3290 Views

3 Replies

1 Kudos

Re: Received 1099-Q for roll-over of 529 to Roth IRA but this transfer is not available on Turbo ...

by on

7 Replies 4281 Views

7 Replies

8 Kudos

Re: ROTH distribution (1099R Code Q)

by on

0 Replies 2257 Views

0 Replies

1 Kudos

Re: Box 16 - 1099-R

by on

19 Replies 21047 Views

19 Replies

1 Kudos

Re: Box 16 - 1099-R

by on

1 Reply 21085 Views

1 Reply

2 Kudos

Re: I received a 1099, but I have. Already filed my taxes. What should I do?

by on

0 Replies 22987 Views

0 Replies

1 Kudos

Re: How to determine the cost basis of over contribution to 401k on 1099-R?

by on

1 Reply 1102 Views

1 Reply

1 Kudos

I do not understand the "tax on excess accumulations in retirement account." Is this additional tax I owe? And if so, why?

by on Latest post on by

9 Replies 5267 Views

9 Replies

1 Kudos

Re: My child is a minor and received a SSA 1099. How do I determine if I need to file that on my taxes?

by on

0 Replies 10422 Views

0 Replies

1 Kudos

Re: 1099-R Box 14a won't let me file: "New York State withholdings can not be greater than or equal to gross distribution or state distribution." How to get around this?

by on

10 Replies 8573 Views

10 Replies

2 Kudos

Re: 2024 Backdoor Roth Conversion impacting fed+state refunds

by on

1 Reply 17547 Views

1 Reply

1 Kudos

Re: Accidently moved ROTH 401k into Rollover IRA

by on

0 Replies 5723 Views

0 Replies

1 Kudos

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

by on Latest post on by

75 Replies 11869 Views

75 Replies

1 Kudos

Re: Traditional IRA basis after Roth conversion

by on

12 Replies 37826 Views

12 Replies

2 Kudos

Expert does your taxes

Do it yourself

Resources

Support

Cheers Leaderboard

Re: 2024 Turbotax Deluxe not recognizing 2 separate IRA 1099-R RMD entries that equal the full RMD $ distribution and shows additional taxes are due on form 5329?

Qualified Distribution- Birth

Re: Received 1099-Q for roll-over of 529 to Roth IRA but this transfer is not available on Turbo ...

Re: ROTH distribution (1099R Code Q)

Re: Box 16 - 1099-R

Re: Box 16 - 1099-R

Re: I received a 1099, but I have. Already filed my taxes. What should I do?

Re: How to determine the cost basis of over contribution to 401k on 1099-R?

I do not understand the "tax on excess accumulations in retirement account." Is this additional tax I owe? And if so, why?

Re: My child is a minor and received a SSA 1099. How do I determine if I need to file that on my taxes?

Re: 1099-R Box 14a won't let me file: "New York State withholdings can not be greater than or equal to gross distribution or state distribution." How to get around this?

Re: 2024 Backdoor Roth Conversion impacting fed+state refunds

Re: Accidently moved ROTH 401k into Rollover IRA

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

Re: Traditional IRA basis after Roth conversion

Do you have a TurboTax Online account?

Cheers Leaderboard