Which product is best for us? My wife and I are retired. We own a home. We have charitable contributions. We have two Roth IRAs, and our Trust is a Traditional IRA.

jbthorstad · Dec 18, 2024 1:48:21 AM

Do I need the most expensive version (Premiere), or will the Deluxe version allow me to enter our IRA data? We also bought some altcoin crypto but didn't sell any of it.

tcondon21

Returning Member

Backdoor Roth IRA 2024 - Turbotax is taxing the entire amount of the conversion (which is incorrect - the conversion amount is the same amount as the basis from the non-deductible IRA that I am converting to Roth.

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CTinHI

Level 1

2024 Turbotax Limiting Hawaii Gifts to Charity at 60% Hawaii AGI But Other Tax Prep Software Limits Use 60% of Federal AGI

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simoneporter

New Member

From January to June 2025, I contributed 7% of my income to Roth TSP and 4% to Traditional TSP. For July 2025, I switched to 11% Roth. How to adjust my withholding?

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VAer

Level 4

How does form 8606 look like if traditional IRA contribution and Roth Conversion are for different calendar year

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VAer

Level 4

How does it work if traditional IRA contribution year and Roth conversion from different calendar years?

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Which product is best for us? My wife and I are retired. We own a home. We have charitable contributions. We have two Roth IRAs, and our Trust is a Traditional IRA.

Which product is best for us? My wife and I are retired. We own a home. We have charitable contributions. We have two Roth IRAs, and our Trust is a Traditional IRA.

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Which product is best for us? My wife and I are retired. We own a home. We have charitable contributions. We have two Roth IRAs, and our Trust is a Traditional IRA.

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Which product is best for us? My wife and I are retired. We own a home. We have charitable contributions. We have two Roth IRAs, and our Trust is a Traditional IRA.

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