Boyan
Level 4
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Thank you so much for your reply. Just for my personal peace of mind, so if one's taxable income (after all deductions are taken out) is exactly$48,350 or above...
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@NCPERSON1Thank you for your reply, yes I'm referring to rule of 55 early distribution from 401k with no penalty (tax is due regardless) and specifically my que...
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@fanfareI totally get the mechanics of how to overwrite an incorrectly coded 1099-R and force an exemption at the time of filing but that could likely trigger I...
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Did you plug the code in box 7 into TT correctly? That would be how TT will account for the penalty or no penalty; what was the code anyway? and yes if the 1099...
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I'm also finding it incredibly invigorating that W-2 high earners have literally zero way to mitigate taxes by diverting pre-tax income; it's as if the code is ...
Activity Feed for Boyan
- Cheered Re: How exactly does long term cap gains tax work when diluted with regular income in the same year? for Opus 17. June 13, 2025 11:22 AM
- Posted Re: How exactly does long term cap gains tax work when diluted with regular income in the same year? on Retirement tax questions. June 13, 2025 9:45 AM
- Cheered Re: How exactly does long term cap gains tax work when diluted with regular income in the same year? for Opus 17. June 13, 2025 9:43 AM
- Posted How exactly does long term cap gains tax work when diluted with regular income in the same year? on Retirement tax questions. June 11, 2025 9:38 PM
- Posted Re: 1099-R on Retirement tax questions. June 9, 2025 7:03 AM
- Cheered Re: 1099-R for NCPERSON1. June 9, 2025 6:58 AM
- Posted Re: 1099-R on Retirement tax questions. June 8, 2025 9:50 AM
- Posted Re: 1099-R on Retirement tax questions. April 6, 2025 9:31 AM
- Posted Re: Do we save taxes by contributing to IRA on Retirement tax questions. April 6, 2025 9:24 AM
- Posted Is the market bloodbath an opportunity to convert IRA to Roth and mitigate the tax hit? on Retirement tax questions. April 6, 2025 7:31 AM
- Cheered Re: Conversion of traditional IRA to Roth with mixed money - too complex or doable? for Opus 17. October 15, 2024 11:56 AM
- Posted Re: Conversion of traditional IRA to Roth with mixed money - too complex or doable? on Retirement tax questions. October 15, 2024 11:30 AM
- Cheered Re: Conversion of traditional IRA to Roth with mixed money - too complex or doable? for Opus 17. October 15, 2024 11:27 AM
- Cheered Re: Conversion of traditional IRA to Roth with mixed money - too complex or doable? for Anonymous_. October 15, 2024 11:05 AM
- Posted Conversion of traditional IRA to Roth with mixed money - too complex or doable? on Retirement tax questions. October 15, 2024 10:55 AM
- Cheered Re: How can I confirm that my code-8 2023 Form 1099-R was NOT subjected to the 10% penalty? for JulieS. March 26, 2024 7:01 AM
- Posted How can I confirm that my code-8 2023 Form 1099-R was NOT subjected to the 10% penalty? on Retirement tax questions. March 26, 2024 6:30 AM
- Cheered Re: My company failed the HCE/ACP test on 401K and created a distribution. How do I file the distribution to avoid penalty pay? for dmertz. November 1, 2023 3:29 PM
- Posted Re: My company failed the HCE/ACP test on 401K and created a distribution. How do I file the distribution to avoid penalty pay? on Retirement tax questions. November 1, 2023 6:53 AM
- Cheered Re: My company failed the HCE/ACP test on 401K and created a distribution. How do I file the distribution to avoid penalty pay? for dmertz. October 31, 2023 5:57 PM