lchan
Level 3
Member profile
- Replies
- Posts
-
Thank you so much for the step by step instructions on this. I truly appreciate your help and expertise!!
-
Looking back at my returns, I have several years where the value in Line 2 is $0, therefore the cumulative value is never reported correctly.Most recently, in 2...
-
@Opus 17Wow! You have been so helpful with all of this!Looking over 8606 Line 14 from previous forms, the values don't quite make sense.In 2023 Line 14 was $3,6...
-
@Opus 17That is correct. I have filed with TurboTax for several years now and I do remember getting the message saying that my income was too high and I was not...
-
@Opus 17That is correct, for all years we had an income greater than what was eligible to claim the deduction.We file Married Filing Jointly.I did some more dig...
Activity Feed for lchan
- Posted Re: Filing a Return of Excess from IRA on Retirement tax questions. October 9, 2025 3:50 PM
- Cheered Re: Filing a Return of Excess from IRA for Opus 17. October 9, 2025 3:48 PM
- Posted Re: Filing a Return of Excess from IRA on Retirement tax questions. October 9, 2025 1:15 PM
- Posted Re: Filing a Return of Excess from IRA on Retirement tax questions. October 9, 2025 12:51 PM
- Posted Re: Filing a Return of Excess from IRA on Retirement tax questions. October 9, 2025 12:13 PM
- Posted Re: Filing a Return of Excess from IRA on Retirement tax questions. October 9, 2025 11:31 AM
- Posted Filing a Return of Excess from IRA on Retirement tax questions. October 9, 2025 10:48 AM
- Posted Re: Charles Schwab tax forms not importing in TurboTax on Get your taxes done using TurboTax. March 2, 2022 2:06 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... April 21, 2021 6:19 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... March 14, 2021 3:03 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... March 14, 2021 3:03 PM
- Got Cheered for Re: I refinanced my home and purchased a point and then my loan was sold to another lender. I hav.... February 18, 2021 8:12 PM
- Got Cheered for I refinanced my home and purchased a point and then my loan was sold to another lender. I have three 1098 forms and a lot of questions. February 18, 2021 8:11 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... February 13, 2021 3:57 PM
- Got Cheered for Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l.... February 13, 2021 3:22 PM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 11, 2021 11:25 AM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 11, 2021 10:38 AM
- Posted Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... on Deductions & credits. February 11, 2021 10:18 AM
- Cheered Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... for Bostondoc84. February 9, 2021 1:16 PM
- Cheered Re: Entering multiple 1098s due to a refinance is incorrectly triggering the $750,000 principal l... for rkalnins. February 9, 2021 9:25 AM