Chuck48
Level 2
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Thank you for your prompt response.Yes - the 8949 is not detailed but in Summary form - so the full 1099-B is therefore required providing the detail of each sa...
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Thank you for that information. That makes sense! Appears I now need to delete the automatic upload of this 1099 B and manually re-enter myself with the informa...
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Hi KathrynThanks for your prompt reply...As this was an inherited IRA from my late wife, RMD distributions had taken place in years past with a distribution cod...
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Thank you for your reply. Yes - I was in the Forms mode for the 1040 and that's where I tried to edit - but i could not type in the amount in 4b into 4a. I did ...
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Working on my 2019 taxes with Turbo Tax filing as single...I turned 70.5 in 2019, retired and earned less than $5K on some part-time work. I was told I can inve...
Activity Feed for Chuck48
- Posted New York State Recommended Quarterly Estimate Payments on Get your taxes done using TurboTax. April 4, 2025 11:18 AM
- Posted Re: Form 8453 mailed with Form 8949 with "E" checked off on Get your taxes done using TurboTax. February 24, 2025 5:50 PM
- Cheered Re: Form 8453 mailed with Form 8949 with "E" checked off for DavidD66. February 24, 2025 5:30 PM
- Posted Form 8453 mailed with Form 8949 with "E" checked off on Get your taxes done using TurboTax. February 24, 2025 4:33 PM
- Posted I want to apply New York State Refund to 2024 but the TT page does not have a continue button and I am forced to cancel this application and to accept it as a refund. on Get your taxes done using TurboTax. March 31, 2024 1:56 PM
- Posted Line 3 1099 INT - Is Interest on US Treasury obligations taxable in New York State as well of the Federal Return? on Get your taxes done using TurboTax. March 31, 2024 1:07 PM
- Posted Re: 1099B coded X: Individual 48 sales most are fractional shares don't identify Acquistion Date ... on Retirement tax questions. March 7, 2024 7:21 PM
- Cheered Re: 1099B coded X: Individual 48 sales most are fractional shares don't identify Acquistion Date ... for MarilynG1. March 7, 2024 7:12 PM
- Posted 1099B coded X: Individual 48 sales most are fractional shares don't identify Acquistion Date or Cost Basis. They are part of a 2nd generation inherited portfolio. I have call into bank's brokerage office with the Trade Number to assist. Suggestions? on Retirement tax questions. March 7, 2024 6:05 PM
- Posted Can you please assist with 1099 B stock sales detailing 48 entries that I imported from JP Morgan that TT is recommending I delete and use Summary level? on Retirement tax questions. March 4, 2024 4:15 PM
- Posted Re: Cares Act IRA rollover for an inherited IRA: on Get your taxes done using TurboTax. April 1, 2021 3:44 PM
- Posted Re: Cares Act IRA rollover for an inherited IRA: on Get your taxes done using TurboTax. March 31, 2021 10:01 AM
- Posted Cares Act IRA rollover for an inherited IRA: on Get your taxes done using TurboTax. March 31, 2021 9:18 AM
- Posted Re: No you cannot after age 70.5 You can’t make regular cont... on Retirement tax questions. February 8, 2020 7:19 PM
- Cheered Re: 1099 R Second Generation Inherited IRA RMD for DianeC958. February 8, 2020 7:06 PM
- Posted 1099 R Second Generation Inherited IRA RMD on Get your taxes done using TurboTax. February 5, 2020 9:49 AM