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...
Activity Feed for george-472838
- Got Cheered for Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA. 4 weeks ago
- Posted Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. 4 weeks ago
- Posted Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. a month ago
- Posted Re: Will TurboTax catch if you don't have enough income for IRA contribution? on Retirement tax questions. a month ago
- Posted Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. a month ago
- Posted Re: Will TurboTax catch if you don't have enough income for IRA contribution? on Retirement tax questions. March 19, 2026 3:28 PM
- Posted Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. March 19, 2026 2:29 PM
- Posted Re: Will TurboTax catch if you don't have enough income for IRA contribution? on Retirement tax questions. March 19, 2026 1:44 PM
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- Cheered Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA for dmertz. March 12, 2026 3:03 PM
- Got Cheered for Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA. March 11, 2026 4:40 PM
- Posted Re: Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. March 11, 2026 1:07 PM
- Posted Bug with 1099-R for rollover of after tax contribution to Roth and gain to IRA on Retirement tax questions. March 11, 2026 8:44 AM
- Posted Re: Why is my Ohio joint filing credit missing? on State tax filing. April 15, 2025 12:12 PM
- Posted Re: Entering State Direct Deposit AND Print on State tax filing. April 3, 2024 9:35 AM
- Posted Re: BUG: Increasing foreign tax paid can suddenly decrease refund on Get your taxes done using TurboTax. April 17, 2022 7:48 AM
- Posted Re: BUG: Increasing foreign tax paid can suddenly decrease refund on Get your taxes done using TurboTax. April 14, 2022 3:49 PM
- Posted Re: Increasing foreign tax paid can suddenly decrease refund on Get your taxes done using TurboTax. April 14, 2022 3:38 PM
- Cheered Re: BUG: Increasing foreign tax paid can suddenly decrease refund for Mike9241. April 13, 2022 4:39 PM
- Posted Re: Increasing foreign tax paid can suddenly decrease refund on Get your taxes done using TurboTax. April 12, 2022 3:30 PM