rbaierwa
Level 2
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Sorry for that explanation. Here's a better one:I received two 1099R for my RMDs in 2024. Both total more than the required minimum. Yet when I enter both separ...
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I'm Back VolvoGirl,I'm a bit confused by your comment: "When it asks about the RMD it is only asking for that one 1099R. You need to enter the amount in box 1 o...
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Thank you again VolvoGirl.It is starting to make sense now. Both 1099-Rs are for RMDs and it sounds like TT is considering only one of them as an RMD. I'll have...
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Thank you Volvo Girl. BTW, I worked for Volvo for 24 years before retiring.I did get 2 1099-Rs and the amounts on both exceed the MRD for 2024.
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Thank you so much DianeW777:Excess accumulations occur when you have contributed more than you are allowed in a given tax year to your retirement account. The e...
Activity Feed for rbaierwa
- Posted How do I treat 2 RMD 1099Rs? What do I put in the box asking for the total RMD? Putting in the full amount for each RMD, TT says not enough RMD was taken. on Retirement tax questions. March 3, 2025 1:37 PM
- Posted Re: What is Tax on excess accumulations in retirement account? on Retirement tax questions. January 26, 2025 9:52 AM
- Posted Re: What is Tax on excess accumulations in retirement account? on Retirement tax questions. January 26, 2025 7:56 AM
- Posted Re: What is Tax on excess accumulations in retirement account? on Retirement tax questions. January 25, 2025 8:48 AM
- Cheered Re: What is Tax on excess accumulations in retirement account? for VolvoGirl. January 25, 2025 8:48 AM
- Cheered Re: What is Tax on excess accumulations in retirement account? for VolvoGirl. January 25, 2025 8:31 AM
- Posted Re: What is Tax on excess accumulations in retirement account? on Retirement tax questions. January 25, 2025 8:30 AM
- Cheered Re: What is Tax on excess accumulations in retirement account? for DianeW777. January 25, 2025 8:25 AM
- Posted Re: What is Tax on excess accumulations in retirement account? on Retirement tax questions. January 25, 2025 8:23 AM
- Posted What is Tax on excess accumulations in retirement account? on Retirement tax questions. January 25, 2025 8:02 AM
- Posted Does anyone find that turbo tax is reporting 100% of social security benefits instead of the max. 85%? on Retirement tax questions. January 23, 2022 7:35 AM
- Posted Re: IF I convert a stock in a traditional IRA, that has a gain, to a Roth IRA, will that gain be considered taxable after the transfer? I know the value of the transfer is. on Retirement tax questions. July 27, 2021 5:59 AM
- Posted IF I convert a stock in a traditional IRA, that has a gain, to a Roth IRA, will that gain be considered taxable after the transfer? I know the value of the transfer is. on Retirement tax questions. July 26, 2021 2:56 PM
- Posted I have never received a separate NJ homestead rebate application despite qualifying based on income requirements and filing Fed and NJ 1040 with Turbo tax.How do I get it on State tax filing. June 4, 2019 2:05 PM