About kws3

Level 3

Member profile

Latest badges earned

Replies
Posts

Solved Re: recharacterizing too much

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...

kws3

Updated Apr 11, 2025
Solved Re: recharacterizing too much

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...

kws3

2

Updated Apr 11, 2025
Solved Re: recharacterizing too much

Fanfare,Thank you sincerely for your help! I think I get what I need to do.Much appreciated.Yours,Kathy

kws3

Updated Apr 11, 2025
Solved Re: recharacterizing too much

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.:...

kws3

6

Updated Apr 11, 2025
Re: Turbotax Error on 2023 NH State BT-Summary

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...

kws3

Updated Apr 07, 2024

Membership stats

Public Statistics

Date Registered	‎April 4, 2020 11:24 AM
Date Last Visited	3 weeks ago
Total Messages Posted	15
Total Cheers Received	1

Quick links

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.