mcintyre210
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These two haven't been replied to:https://ttlc.intuit.com/community/retirement/discussion/form-8606-and-pro-rata-not-calculating/00/3778715https://ttlc.intuit.c...
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Thanks for this in-depth reply.1) I checked the1099-R for the $5800 plus earnings and only "J" by itself is noted. This is a relief as it was removed from the R...
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This problem has been solved
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It is strange indeed. The financial advisor sent in a letter dated April 11, 2022 and this movement was supposed to remove the excess from hitting the Form 5329...
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I have a pro rata question as well. Can you help me with it? I have a 2020 excess Roth that was officially backdoored in 2022 when it was caught. I'm in the ame...
Activity Feed for mcintyre210
- Cheered Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6) for DanaB27. a week ago
- Posted TT Not generating the Additional Information Explanation Statement for Form 8606 on Get your taxes done using TurboTax. a week ago
- Cheered Re: Form 8606 and Pro Rata not calculating for DanaB27. a week ago
- Cheered Re: Form 8606 and Pro Rata not calculating for dmertz. a week ago
- Cheered Re: How to get current year end IRA balance to fall into Form 8606 Line 6 for Pro Rata rule! for DanaB27. a week ago
- Posted Re: Pro Rata Questions unanswered on Retirement tax questions. 2 weeks ago
- Cheered Re: Form 8606 Not Displaying Values for langerja. 2 weeks ago
- Cheered Re: I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25? for dmertz. 2 weeks ago
- Posted Re: I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25? on Retirement tax questions. 2 weeks ago
- Posted Re: When to amend a rolling pro rata mistake? on Retirement tax questions. 2 weeks ago
- Posted Re: I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25? on Retirement tax questions. 2 weeks ago
- Posted Re: I’m converting to Roth with some non-deductible contributions in 2025. Pro-rata rule should I use 12/31/24 balances or 12/31/25? on Retirement tax questions. 2 weeks ago
- Posted Pro Rata Questions unanswered on Retirement tax questions. 2 weeks ago
- Posted When to amend a rolling pro rata mistake? on Retirement tax questions. 2 weeks ago
- Posted How to get current year end IRA balance to fall into Form 8606 Line 6 for Pro Rata rule! on Retirement tax questions. 2 weeks ago
- Cheered Re: I recharacterized over contributions to my Roth IRA into a Traditional IRA. I then back door ... for RobertB4444. 2 weeks ago
- Posted Re: Form 8606 and Pro Rata not calculating on Retirement tax questions. 2 weeks ago
- Posted Form 8606 and Pro Rata not calculating on Retirement tax questions. 2 weeks ago
- Posted Re: How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6) on Retirement tax questions. 2 weeks ago
- Cheered How to report Pro-rata for backdoor ROTH (Form 8606 doesn't populate box 6) for HikingTaxGuy. 2 weeks ago