dmtbue
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Two additional clarifications for our case.When the brokerage removed the excess Roth Contributions that we found out about while working on taxes, they did not...
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The response addresses how to enter the 1099-R entry (thanks for that!)but does not answer the 2nd part (entry of the allowed portion of the Roth IRA contributi...
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I have a similar situation. My Roth IRA contribution for 2021 was limited to a fraction of the $7000 due to earnings. I too discovered this while preparing my 2...
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My son, a full-time college student during the school year, received the same error 2 times when using the online version of TurboTax (once after the 3/20 updat...
Activity Feed for dmtbue
- Posted Re: Excess Roth Contribution on Get your taxes done using TurboTax. March 9, 2022 10:58 AM
- Cheered Re: Excess Roth Contribution for macuser_22. March 8, 2022 7:28 PM
- Posted Re: Excess Roth Contribution on Get your taxes done using TurboTax. March 8, 2022 7:18 PM
- Posted Re: Excess Roth Contribution on Get your taxes done using TurboTax. March 8, 2022 7:06 PM
- Posted Re: I just received federal rejection for : FDI_8615Line7Box_ErrorHold - This return was placed on hold due to calculation issues found in Form 8615. can't find way to fix on Get your taxes done using TurboTax. March 26, 2020 5:26 PM