TomG1
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KrisD15- thank you for your information. Just to follow-up, some questions:1. If I amend the Wisconsin 2023 tax return to reflect (correctly) the cap loss carr...
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Hi Again KrisD15 -My 2023 Wisconsin schedule WD did not report carryover (from 2022). So can I amend this to continue to use the carryover going forward?
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Hal_Al-Box 1,2,3 for the 2023 1099-Q were all blank.Further, box 3 for the 2024 1099-Q (basis showed $0
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Hi Again-The 1099-Q $38,612 total distribution for 2024, included $7,101 distributed in 2024 (posted December 30) for Spring 2025 tuition- paid in January of 20...
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Hello Again Hal_Al-To follow-up.This education fund started as an Educational Savings Account (ESA). But the account was then taken over (transferred) to the Va...
Activity Feed for TomG1
- Posted amending 2023 Wisconsin state return to correct for Cap Loss NOT carried over on Investors & landlords. May 10, 2025 3:04 PM
- Posted Turbotax data from amended 2023 return carry forward to next filing year in TurboTax on Investors & landlords. May 8, 2025 8:27 AM
- Posted Re: Cap losses on Wisconsin return if not carried over from 2022 return to 2023 return on Education. April 6, 2025 6:09 AM
- Posted Re: Cap losses on Wisconsin return if not carried over from 2022 return to 2023 return on Education. April 4, 2025 7:00 AM
- Posted Cap losses on Wisconsin return if not carried over from 2022 return to 2023 return on Education. April 4, 2025 6:01 AM
- Posted Carryover capital losses for WI return on Education. April 3, 2025 7:31 PM
- Posted Re: Non-qualifed expenes from 529 plan- and education tax credit on Education. March 31, 2025 10:35 AM
- Posted Re: Non-qualifed expenes from 529 plan- and education tax credit on Education. March 31, 2025 10:24 AM
- Posted Re: Non-qualifed expenes from 529 plan- and education tax credit on Education. March 31, 2025 8:27 AM
- Posted Re: Non-qualifed expenes from 529 plan- and education tax credit on Education. March 30, 2025 11:43 AM
- Posted Re: Non-qualifed expenes from 529 plan- and education tax credit on Education. March 30, 2025 6:29 AM
- Posted Re: Non-qualifed expenes from 529 plan- and education tax credit on Education. March 27, 2025 1:57 PM
- Posted Non-qualifed expenes from 529 plan- and education tax credit on Education. March 27, 2025 11:58 AM
- Posted 1099-Q versus 1098-T on Education. February 21, 2025 11:02 AM
- Posted entering non-qualified expenses distributed from 529 on Education. February 20, 2025 12:52 PM
- Posted Re: 1099-Q entry into TurboTax (or not) on Education. February 20, 2025 5:37 AM
- Posted Re: 1099-Q entry into TurboTax (or not) on Education. February 19, 2025 12:33 PM
- Posted 1099-Q entry into TurboTax (or not) on Education. February 17, 2025 1:56 PM
- Posted Re: foreign tax credit on Get your taxes done using TurboTax. March 6, 2024 12:22 PM
- Posted foreign tax credit on Get your taxes done using TurboTax. March 1, 2024 12:42 PM