marcellas
Level 2
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Thank you JulieS. I was hoping that was the case and wanted to make sure.
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dmertz,Thank you very much for your quick and helpful response. I did meet the 5 year qualification period so will not be reporting this on the turbotax form.
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Thank you Danab. I am 64 and the code for both of the distributions is "Q" Qualified Roth distributions. I retired at the end of 2020. I will have to dig out my...
Activity Feed for marcellas
- Posted Re: 1099B investment sales download on Investing. February 22, 2024 11:27 AM
- Cheered Re: 1099B investment sales download for JulieS. February 22, 2024 11:26 AM
- Posted 1099B investment sales download on Investing. February 22, 2024 10:42 AM
- Posted Re: ROTH IRA basis & employer program on Retirement tax questions. February 28, 2023 8:17 AM
- Posted Re: ROTH IRA basis & employer program on Retirement tax questions. February 22, 2023 12:15 PM
- Posted ROTH IRA basis & employer program on Retirement tax questions. February 22, 2023 11:06 AM
- Posted TT says that my rental loss is not able to be claimed on my PA tax return? Taxable income is $149,000 on Investors & landlords. June 4, 2019 4:21 PM