george-472838
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I got Schwab to open a ticket in their backlineto double check to see if that 1099 is correct. It should take 3-5 business days. And I was wrong about Fidelity....
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I agree completely with you. At least that's what I thought at first.But both Schwab and Fidelity gave 1099-R forms with box 5 containing both the after tax con...
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@RogerD1This is very strange that even though we are both using the desktop version we are sometime getting different result. My TurboTax Desktop version is the...
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OK. So the corrected instructions give:- 1099-R_1:Box 1 - Gross distribution: $70,000 (the amount from box 5 of the original form),Box 2a - Taxable amount:$0.00...
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@RogerD1My problem may be with TurboTax Deluxe desktop edition on Windows. In it, I tried your mock return and I reproduce my problem: it does not warn about ex...
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- Posted Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. 2 weeks ago
- Posted Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. 2 weeks ago
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- Posted Re: BUG: Increasing foreign tax paid can suddenly decrease refund on Get your taxes done using TurboTax. April 17, 2022 7:48 AM
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