For a 1099-R inherited IRA, is the Taxable Amount the same as Gross Distribution or are there circumstances when it might be less? The not determined box is checked. in Retirement tax questions
I had a layoff and took a 401K distribution (I was 68), does that count as a qualified disaster? According to the information, it does, but I do not have a FEMA number! in Retirement tax questions
Excess Roth IRA contributions in 2024 distributed back in 2025. We contributed to Roth IRAs again in 2025. Income too high and distributed back in 2026. How to report? in Retirement tax questions
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