ETFtrader
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@DanaB27In looking at the 1099-R inside TurboTax for the 2024 tax return I noticed that in the step-by-step that the box 7 code P said "Return of contribution t...
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@DanaB27One last point of clarification, in my first post regarding the two separate distributions that I need to request from the financial institution (item #...
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I was able to workaround the issue by doing the following:1) Restart TurboTax and apply software updates2) Delete all mortgage interest entries (via Step-by-Ste...
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@LindaS5247Any update on this issue? How do I rectify?
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Thank you@LindaS5247here's the token: Token number 166834776-79869973
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- Cheered Re: Excess Roth IRA contributions since inception for DanaB27. April 2, 2025 9:57 AM
- Posted Re: Excess Roth IRA contributions since inception on Retirement tax questions. April 2, 2025 9:02 AM
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- Posted Re: Mortgage Interest not being capped on mortgage above $750K on Deductions & credits. March 20, 2025 1:53 PM
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- Posted Re: Mortgage Interest not being capped on mortgage above $750K on Deductions & credits. March 18, 2025 5:52 PM
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- Posted Re: Excess Roth IRA contributions since inception on Retirement tax questions. March 18, 2025 10:50 AM
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- Posted Re: Excess Roth IRA contributions since inception on Retirement tax questions. March 17, 2025 9:46 AM
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- Posted Re: Excess Roth IRA contributions since inception on Retirement tax questions. March 4, 2025 10:07 AM
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- Posted Re: Excess Roth IRA contributions since inception on Retirement tax questions. February 24, 2025 4:25 PM