I transferred money from my traditional URA to my roth IRA, but turbo tax is treating the transfer as taxable distribution. Why is that? Do I need Form 8606? in Retirement tax questions
If my 1099_R form boxes do not match the requested numbers, Box 2 asks for federal tax withholdings. the box 2 on 1099 shows the taxable amount. should i fill it in Retirement tax questions
Can I make a tax deductible Traditional IRA contribution? I did not make a regular contribution to my employers 401K plan in 2026. I did make loan repayments in Retirement tax questions
this year, turbo tax seems to lose its mind for traditional IRA recharacterization to roth IRA, it thinks I have excess Roth contribution. Unable to fix. What's solution? in Retirement tax questions
Filed my 2025 tax return. Used tax return + other money to fully fund 2025s Traditional IRA b4 4/15. Converted traditional IRA to Roth this year, too. Amend '26 return? in Retirement tax questions