DH21
Level 2
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I completely agree and had the same confusing and time-consuming experience this year.
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I really appreciate your help and insight. After experimenting a bit, it looks to me like - as you say - the purpose of characterizing the 401k Rollover to a Ro...
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Thank you! It’s the first year I’ve had a Roth account and the prompt in the Deductions section for retirement accounts says to put a check mark for any “new” o...
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Hello, this answer was helpful as I rolled over a 401k from Fidelity where 95% went into a Rollover IRA and 5% of after-tax contributions went into a newly-crea...
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Thank you for the responses in this thread. I have a whole-life policy from which I receive a small amount of dividends paid in cash each year (but I have not c...
Activity Feed for DH21
- Posted Re: Turbo Tax input method on Get your taxes done using TurboTax. March 4, 2025 5:00 PM
- Cheered Turbo Tax input method for taxskater2669. March 4, 2025 4:59 PM
- Posted Re: 401K rollover split between Roth and traditional IRA on Get your taxes done using TurboTax. April 14, 2024 10:18 AM
- Posted Re: 401K rollover split between Roth and traditional IRA on Get your taxes done using TurboTax. April 13, 2024 11:49 AM
- Posted Re: 401K rollover split between Roth and traditional IRA on Get your taxes done using TurboTax. April 12, 2024 3:56 PM
- Got Cheered for Re: What about the statement from TurboTax that Non-Qualified.... March 28, 2023 2:40 PM
- Got Cheered for Re: What about the statement from TurboTax that Non-Qualified.... March 25, 2023 10:13 PM
- Posted Re: What about the statement from TurboTax that Non-Qualified... on Get your taxes done using TurboTax. March 29, 2022 11:00 AM
- Cheered Re: What about the statement from TurboTax that Non-Qualified... for RobertG. March 29, 2022 10:52 AM
- Cheered Re: Adjusting Cost Basis for a mutual fund sale with both covered and noncovered shares for Mike9241. March 31, 2021 5:06 PM
- Cheered Re: Adjusting Cost Basis for a mutual fund sale with both covered and noncovered shares for NCperson. March 31, 2021 5:06 PM
- Posted Adjusting Cost Basis for a mutual fund sale with both covered and noncovered shares on Get your taxes done using TurboTax. March 29, 2021 3:47 PM
- Posted Re: I closed out a mutual fund, with purchases as old as 1991, and two sales in the early 2000s (which caused revisions to my cost basis). If I only enter old Purchases into TurboTax (without the sales) my cost basis wil be inaccurate. How can I record bo on Investors & landlords. April 4, 2020 8:58 AM
- Posted Re: I closed out a mutual fund, with purchases as old as 1991, and two sales in the early 2000s (which caused revisions to my cost basis). If I only enter old Purchases into TurboTax (without the sales) my cost basis wil be inaccurate. How can I record bo on Investors & landlords. April 4, 2020 8:41 AM
- Posted Re: I closed out a mutual fund, with purchases as old as 1991, and two sales in the early 2000s (which caused revisions to my cost basis). If I only enter old Purchases into TurboTax (without the sales) my cost basis wil be inaccurate. How can I record bo on Investors & landlords. April 4, 2020 8:40 AM
- Posted I closed out a mutual fund, with purchases as old as 1991, and two sales in the early 2000s (which caused revisions to my cost basis). If I only enter old Purchases into TurboTax (without the sales) my cost basis wil be inaccurate. How can I record both? on Investors & landlords. April 3, 2020 10:08 AM