Hi all - first time doing backdoor Roth this year. My Vanguard 1099-R has Box 2a the same as Box 1. Why is it being taxed on Line 4b of my 1040? in Retirement tax questions
where do I enter 1099 Q? I paid part of my kids college bill with cash and part 529. How do I maximize federal and WI credits with this? in State tax filing
For 1099-Q, TurboTax says "You can also use these funds for K–12 expenses; up to $10,000 per student, for tax year 2025" but isn't it still taxable in NY State? in Retirement tax questions
I have a capital loss as an early stage investor in a C-corp that does not issue 1099's or K-1s. How do I enter that loss in Turbo Tax, or into a Form 8949 in Business & farm