ErvKlaas
Level 2
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I started over with the 1099-R and now everything makes sense. Thank you Dmertz.
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OK, thanks. I will try again.
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I took advice from dmerz and looked at the 1040 form. Line 4a shows 281667 (this includes 5273.27 from a second 1099). Line 4b shows 173,735.None of this makes ...
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I did what JohnB5677 said. Now Turbotax says that the $200,000 rollover is excess contribution and is assessing $12,000 penalty.I went back to edit the 1099-R a...
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I did not find the question "What did you do with the money from this payer."The problem seems to be with Box 7. TIAA placed the code number 7 in that box indic...
Activity Feed for ErvKlaas
- Cheered Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income for VolvoGirl. March 28, 2020 9:38 AM
- Cheered Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income for dmertz. March 28, 2020 9:38 AM
- Cheered Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income for VolvoGirl. March 28, 2020 9:38 AM
- Cheered Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income for dmertz. March 28, 2020 9:38 AM
- Cheered Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income for VolvoGirl. March 28, 2020 9:38 AM
- Posted Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income on Get your taxes done using TurboTax. March 28, 2020 9:33 AM
- Posted Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income on Get your taxes done using TurboTax. March 28, 2020 9:07 AM
- Posted Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income on Get your taxes done using TurboTax. March 28, 2020 9:03 AM
- Posted Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income on Get your taxes done using TurboTax. March 28, 2020 8:49 AM
- Posted Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income on Get your taxes done using TurboTax. March 26, 2020 7:48 PM
- Cheered Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income for JohnB5677. March 26, 2020 6:24 PM
- Posted Re: Direct Roll Over from Traditional IRA to Qualified Plan treated like income on Get your taxes done using TurboTax. March 26, 2020 1:29 PM