jpalanca69
Level 2
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When I had the Roth contribution and earnings recharacterized as Traditional IRA, I thought I had to wait until I received the 1099-R documenting the recharacte...
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Thank you. Do I have to wait for the refunds from both Federal and State before I amend the returns?
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The amended 2020 returns shows that I'm due additional refund because of the recharacterization, which seems counter-intuitive to me.I was expecting to owe the ...
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One last question (I hope). Do I do this in TurboTax 2021 or 2020? The contribution was made in 2020, but I recharacterized it in 2021, before I filed my taxes ...
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Thank you for the response, but I'm still not clear on what I need to do.After I entered "IRA Contributions" in the Search box, I don't see a "Jump to IRA Contr...
Activity Feed for jpalanca69
- Posted Re: Need clarification on message I'm getting from TurboTax 2020 on After you file. September 12, 2022 10:09 AM
- Posted Need clarification on message I'm getting from TurboTax 2020 on After you file. September 7, 2022 10:02 AM
- Posted Re: Filed Incomplete 2021 Returns on After you file. March 14, 2022 4:14 PM
- Posted Filed Incomplete 2021 Returns on After you file. March 14, 2022 3:59 PM
- Cheered Re: Amending 2020 Tax Return for ThomasM125. March 3, 2022 12:18 PM
- Posted Re: Amending 2020 Tax Return on After you file. March 3, 2022 11:31 AM
- Posted Re: Amending 2020 Tax Return on After you file. March 2, 2022 2:52 PM
- Posted Re: Amending 2020 Tax Return on After you file. February 24, 2022 9:08 AM
- Cheered Re: Amending 2020 Tax Return for DanaB27. February 23, 2022 6:34 PM
- Posted Amending 2020 Tax Return on After you file. February 23, 2022 2:49 PM
- Got Cheered for Deferred Social Security Taxes. April 22, 2021 1:30 PM
- Cheered Re: Deferred Social Security Taxes for RayW7. February 22, 2021 12:48 PM
- Posted Deferred Social Security Taxes on Get your taxes done using TurboTax. February 22, 2021 12:00 PM
- Cheered Re: Excess Roth IRA Contribution for MarilynG1. February 18, 2021 12:20 PM
- Posted Excess Roth IRA Contribution on Get your taxes done using TurboTax. February 18, 2021 10:35 AM
- Posted Re: Yes, all HSA contributions from your W-2 are counted as m... on Retirement tax questions. March 17, 2020 9:10 AM