tta
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The "U.S. government obligations income information" sheet from Vanguard clearly says this:Percentage of the fund’s total ordinary dividends derived from U.S. g...
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The 1099-SA form received in 2025 should have code 2 "Excess Contribution" in box 3 so the amount $415 listed in box 1 "Gross Distribution" will have no effect ...
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@dmertzThe 1099SA form received next year will say "For Calendar Year 2025", "Gross Distribution $415", correct? Should I ignore it because $415 is already ente...
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@dmertzThe 2024 Form 1099 SA (to be received next year) will certainly show $415 as Gross Distribution. Will I have to include that form in next year tax return...
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@dmertzYou're correct that my net contributions are $2 less than $8300 but there is no way to make TurboTax do that.If I entered $415 as the excess withdrawn af...
Activity Feed for tta
- Posted Re: US Government Obligations dividends on Deductions & credits. March 2, 2025 1:47 PM
- Cheered Re: The software calculating the HSA excess personal contribution withdraw does not allow me to p... for BillM223. February 17, 2025 2:21 PM
- Posted Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have. on Retirement tax questions. February 13, 2025 6:03 PM
- Posted Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have. on Retirement tax questions. February 12, 2025 2:31 PM
- Posted Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have. on Retirement tax questions. February 12, 2025 8:03 AM
- Posted Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have. on Retirement tax questions. February 12, 2025 6:21 AM
- Posted Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have. on Retirement tax questions. February 11, 2025 5:29 PM
- Posted Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have. on Retirement tax questions. February 11, 2025 5:52 AM
- Posted Re: The software calculating the HSA excess personal contribution withdraw does not allow me to proceed, if I've already withdrawn more than I should have. on Retirement tax questions. February 10, 2025 8:01 PM
- Cheered Re: How to indicate that a 1099-R form is a 2023 form when doing 2022 tax return? for DanaB27. April 10, 2023 5:21 AM
- Cheered Re: Recharacterized Roth IRA to deductible Traditional IRA, not seeing Form 8606 included in tax ... for MaryK4. April 10, 2023 5:18 AM
- Posted Recharacterized Roth IRA to deductible Traditional IRA, not seeing Form 8606 included in tax return on Get your taxes done using TurboTax. April 9, 2023 7:51 PM
- Posted Re: How to indicate that a 1099-R form is a 2023 form when doing 2022 tax return? on Get your taxes done using TurboTax. April 8, 2023 8:11 PM
- Cheered Re: How to indicate that a 1099-R form is a 2023 form when doing 2022 tax return? for DanaB27. April 8, 2023 8:02 PM
- Posted How to indicate that a 1099-R form is a 2023 form when doing 2022 tax return? on Get your taxes done using TurboTax. April 7, 2023 1:50 PM
- Got Cheered for Re: Result of auto importing 1099-INT is wrong. The bank is Marcus by GoldmanSachs. Auto import only pulls number from one account, while there are multiple accounts.. September 9, 2021 6:12 PM
- Got Cheered for Re: Result of auto importing 1099-INT is wrong. The bank is Marcus by GoldmanSachs. Auto import only pulls number from one account, while there are multiple accounts.. May 12, 2021 5:08 AM
- Got Cheered for Re: Result of auto importing 1099-INT is wrong. The bank is Marcus by GoldmanSachs. Auto import only pulls number from one account, while there are multiple accounts.. April 3, 2021 4:06 PM
- Got Cheered for Based on the answer to this question https://ttlc.intuit..... March 20, 2021 3:43 PM
- Cheered Re: Turbotax handling of withdrawal of excess Roth contributions for macuser_22. February 15, 2021 7:55 PM