kws3
Level 3
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Thank you to bothFanfare and DaveF1006 for your advice and help.I finally was able to call Fidelity today. They will reissue a corrected 1099-R for the $2500 so...
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Fanfare,I am trying to make the changes in TT per your recommendation here. However, Fidelity issued a 1099-R for the $2500 plus $17.93 gains = $2517.93 rechara...
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Fanfare,Thank you sincerely for your help! I think I get what I need to do.Much appreciated.Yours,Kathy
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Hi fanfare, Thanks for looking at my problem. I admit I am confused by your answer. Taking it sentence by sentence, I will respond. My comments are in itelics.:...
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Hi Dawn,Thanks for the detailed instructions. I gave up and finished my state taxes by hand so I am not going back to figure it out at this point. But i will sa...
Activity Feed for kws3
- Posted Re: recharacterizing too much on Retirement tax questions. April 11, 2025 10:54 AM
- Cheered Re: recharacterizing too much for DaveF1006. April 11, 2025 10:52 AM
- Posted Re: recharacterizing too much on Retirement tax questions. March 30, 2025 11:31 AM
- Posted Re: recharacterizing too much on Retirement tax questions. March 30, 2025 9:33 AM
- Cheered Re: recharacterizing too much for fanfare. March 30, 2025 7:02 AM
- Cheered Re: recharacterizing too much for fanfare. March 30, 2025 7:02 AM
- Posted Re: recharacterizing too much on Retirement tax questions. March 29, 2025 1:23 PM
- Posted recharacterizing too much on Retirement tax questions. March 29, 2025 12:34 PM
- Posted over-recharacterization on Retirement tax questions. March 29, 2025 11:55 AM
- Posted recharacterizing too much on Retirement tax questions. March 29, 2025 11:53 AM
- Posted recharacterized too much on Retirement tax questions. March 29, 2025 10:53 AM
- Posted Re: Turbotax Error on 2023 NH State BT-Summary on Get your taxes done using TurboTax. April 7, 2024 1:28 PM
- Posted Re: Turbotax Error on 2023 NH State BT-Summary on Get your taxes done using TurboTax. April 7, 2024 1:23 PM
- Cheered Re: Turbotax Error on 2023 NH State BT-Summary for Yeoman1. April 7, 2024 1:21 PM
- Cheered Re: Complex Roth IRA Conversion and Recharacterization for DanaB27. March 29, 2024 10:17 AM
- Got Cheered for Re: Turbotax Error on 2023 NH State BT-Summary. March 25, 2024 4:12 AM
- Posted Re: Turbotax Error on 2023 NH State BT-Summary on Get your taxes done using TurboTax. February 21, 2024 9:25 AM
- Posted Re: Turbotax Error on 2023 NH State BT-Summary on Get your taxes done using TurboTax. February 17, 2024 3:23 PM
- Posted Re: No, it won't create a problem. Don't worry if your mailin... on Get your taxes done using TurboTax. May 1, 2021 3:45 PM
- Posted Re: No, it won't create a problem. Don't worry if your mailin... on Get your taxes done using TurboTax. May 1, 2021 2:50 PM