randyw57
Level 3
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Hi, JohnB5677!Yes, I turned 73 in 2024.OK, I understand your response.A new RMD has until April of the next year to make all the distributions.Fidelity caught m...
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Hi, SteamTrain!Your workflow is very similar to mine.And I keep a ‘master’ list of all my forms in Notes as a check off list.As I complete each account/form I c...
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Thanks, fanfare!1. No issue with having to login for two different SSN’s. My wife also has multiple accounts. Same issue. When TT starts on a 1099-DIV for my wi...
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Hi, GeorgeM777!1. One Joint Account. We each have Individual ‘Investment’ account, an IRA account, and a Roth IRA account.2. We have always filed Married/Joint....
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Thanks, AmyC!That is exactly what I needed.
Activity Feed for randyw57
- Posted TT: Did you withdraw the remaining RMD during the correction window? on Get your taxes done using TurboTax. February 21, 2025 1:57 PM
- Posted Re: 1099-R for IRA RMD doesn’t have December, 2024 Distribution on Get your taxes done using TurboTax. February 18, 2025 9:14 AM
- Cheered Re: 1099-R for IRA RMD doesn’t have December, 2024 Distribution for JohnB5677. February 18, 2025 9:14 AM
- Got Cheered for 1099-R for IRA RMD doesn’t have December, 2024 Distribution. February 18, 2025 8:08 AM
- Posted 1099-R for IRA RMD doesn’t have December, 2024 Distribution on Get your taxes done using TurboTax. February 18, 2025 7:48 AM
- Posted Re: How to handle Combined 1099’s? on Retirement tax questions. March 4, 2023 7:54 AM
- Posted Re: How to handle Combined 1099’s? on Retirement tax questions. March 4, 2023 7:26 AM
- Posted Re: How to handle Combined 1099’s? on Retirement tax questions. March 3, 2023 1:55 PM
- Posted How to handle Combined 1099’s? on Retirement tax questions. March 3, 2023 9:44 AM
- Posted Re: Life Insurance Policy Surrender Settlement on Get your taxes done using TurboTax. February 24, 2021 3:08 PM
- Cheered Re: Life Insurance Policy Surrender Settlement for AmyC. February 24, 2021 3:08 PM
- Posted Life Insurance Policy Surrender Settlement on Get your taxes done using TurboTax. February 21, 2021 3:09 PM
- Cheered Re: Tax Impact of combining my wife and my investment accounts? for macuser_22. January 11, 2021 6:06 AM
- Cheered Re: Tax Impact of combining my wife and my investment accounts? for Bsch4477. January 10, 2021 2:42 PM
- Posted Re: Tax Impact of combining my wife and my investment accounts? on Investors & landlords. January 10, 2021 2:41 PM
- Posted Re: Tax Impact of combining my wife and my investment accounts? on Investors & landlords. January 10, 2021 2:38 PM
- Posted Re: Tax Impact of combining my wife and my investment accounts? on Investors & landlords. January 10, 2021 1:41 PM
- Posted Re: Tax Impact of combining my wife and my investment accounts? on Investors & landlords. January 10, 2021 11:23 AM
- Posted Tax Impact of combining my wife and my investment accounts? on Investors & landlords. January 9, 2021 4:01 PM
- Posted Thanks, Opus 17! I suspect this 20 digit number is my pe... on Retirement tax questions. May 31, 2019 10:54 PM