Is TurboTax miscalculating Rollover and Roth IRAs? I liquidated my 401k and had the funds transfered to my IRA provider. TurboTax views this as an excess contribution. in Retirement tax questions
On Roth IRAs, the software is asking contributions prior to 2025. Not sure why. Clicked Learn more and the help starts talking about IRA conversions. What is this field? in Retirement tax questions
Do I need to amend my 2024 return due to a Roth recharacterization reported on a 2025 1099-R? in Get your taxes done using TurboTax