About KelleyR

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Re: Total Roth contribution when trad IRA funds have been converted

Thanks MindyB.Your answer was clear and concise. I appreciate that because when I "talk taxes" I tend to stumble a bit.Cheers,KelleyR

KelleyR

Updated Apr 13, 2025
Solved Re: Traditional IRA to Roth IRA Conversion: Is Form 8606 Being Compl...

Hi AnnetteB6:Thank you for getting back to me.To answer your clarifying questions.Form 1040 SR, 4A and 4B 100,000 is the reported amount. Yes I am reporting a T...

KelleyR

1

Updated Mar 30, 2025
Solved Re: Traditional IRA to Roth IRA Conversion: Is Form 8606 Being Compl...

Hello. Piggybacking off of the other questions...Answers to the previous questions have moved my efforts through the process. Yea!Here is my issue. After puttin...

KelleyR

3

Updated Mar 30, 2025
Re: TT told me that I can't efile federal but may could efile state....

Hi.If you are having trouble e filing your state taxes, you might try your state's website. There maybe filing options to be found. One being to e-file your ret...

KelleyR

Updated Apr 07, 2024
Re: Box 1a and 1b on 1099-DIV

Thank you for your response. I appreciate your time.

KelleyR

Updated Apr 09, 2022

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Date Registered	‎May 5, 2020 9:08 AM
Date Last Visited	‎April 14, 2025 8:01 PM
Total Messages Posted	23
Total Cheers Received	1

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