bigben3
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Hi@DanaB27I just wanted to give you an update that I spoke with Merrill again. They said that since the recharacterization of my contribution for 2022 from Roth...
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Thank you@DanaB27! This helps tremendously when I speak with Merrill again. So far the people I have spoken with just repeat what is on the form and nothing mor...
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Thank you@DanaB27!Just to clarify my question on the 5498, I did receive a Form 5498 in 2023 for my original Roth contribution. It says $6000 in Box 10 for Roth...
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Hello @DanaB27,I hope you are well. I wanted to revisit this topic. It's been almost a year since I recharacterized my Roth contributions to a traditional IRA. ...
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Hello Dana@DanaB27,Thanks you very much for the explanation on the 1099-R related to the recharacterization.You are correct, my traditional IRA has a non-taxabl...
Activity Feed for bigben3
- Posted Re: Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. February 27, 2024 3:08 PM
- Posted Re: Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. February 27, 2024 12:54 PM
- Cheered Re: Recharacterizing Roth IRA contributions made over several dates for 2022 for DanaB27. February 27, 2024 12:52 PM
- Posted Re: Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. February 27, 2024 10:39 AM
- Cheered Re: Recharacterizing Roth IRA contributions made over several dates for 2022 for DanaB27. February 27, 2024 10:19 AM
- Posted Re: Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. February 26, 2024 11:49 PM
- Cheered Re: Recharacterizing Roth IRA contributions made over several dates for 2022 for DanaB27. January 29, 2024 1:20 AM
- Cheered Re: Recharacterizing Roth IRA contributions made over several dates for 2022 for DanaB27. April 17, 2023 10:04 AM
- Cheered Re: Recharacterizing Roth IRA contributions made over several dates for 2022 for DanaB27. April 17, 2023 10:04 AM
- Posted Re: Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. April 17, 2023 9:34 AM
- Posted Re: My MAGI appears to be over the limit to contribute to a Roth IRA, yet Turbotax hasn't flagged a penalty for my contributions. on Retirement tax questions. April 17, 2023 1:33 AM
- Posted Re: Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. April 17, 2023 1:30 AM
- Cheered Re: Recharacterizing Roth IRA contributions made over several dates for 2022 for DanaB27. April 17, 2023 1:21 AM
- Posted Re: Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. April 13, 2023 10:08 AM
- Posted Recharacterizing Roth IRA contributions made over several dates for 2022 on Get your taxes done using TurboTax. April 11, 2023 1:46 PM
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- Posted Re: How to report dividends earned in Canadian RRSP and LIRA using TurboTax in California? on Get your taxes done using TurboTax. April 24, 2020 5:15 PM
- Posted Re: Am I able to input my bank information in Turbo Tax Deluxe so the IRS gets my bank details, if I am not getting a refund or making a payment in 2019. on Get your taxes done using TurboTax. April 20, 2020 4:47 PM
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- Posted Am I able to input my bank information in Turbo Tax Deluxe so the IRS gets my bank details, if I am not getting a refund or making a payment in 2019. on Get your taxes done using TurboTax. April 20, 2020 4:36 PM