Charles-Montgom
Level 2
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@dmertzand@VolvoGirlthank you both for your help
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@VolvoGirlsince you were able to help with my last question, tagging you in case you can help here as well
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To clarify my question, if I withdraw my excess contribution and earnings before I file my taxes, should I indicate on my taxes that I contributed the original ...
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@volThank you for the quick reply! I'm all set.
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The customer service representative that I spoke with escalated the issue to a tier 2 representative, but they were also not able to correct the issue and sugge...
Activity Feed for Charles-Montgomery
- Posted Re: Overcontribute SEP IRA with profit on Retirement tax questions. February 27, 2024 3:42 PM
- Cheered Re: Overcontribute SEP IRA with profit for dmertz. February 27, 2024 3:41 PM
- Cheered Re: Overcontribute SEP IRA with profit for VolvoGirl. February 27, 2024 2:05 PM
- Posted Re: Overcontribute SEP IRA with profit on Retirement tax questions. February 27, 2024 1:48 PM
- Posted Re: Overcontribute SEP IRA with profit on Retirement tax questions. February 27, 2024 1:46 PM
- Posted Overcontribute SEP IRA with profit on Retirement tax questions. February 27, 2024 9:16 AM
- Posted Re: Can I include deduct cost of co-pays and healthcare expenses as part of my health insurance premiums in my Form 1040? on Deductions & credits. February 26, 2024 1:40 PM
- Cheered Re: Can I include deduct cost of co-pays and healthcare expenses as part of my health insurance premiums in my Form 1040? for VolvoGirl. February 26, 2024 1:40 PM
- Posted Can I include deduct cost of co-pays and healthcare expenses as part of my health insurance premiums in my Form 1040? on Deductions & credits. February 26, 2024 12:52 PM
- Posted Re: Error in converting your forms to PDF format on After you file. March 13, 2023 10:45 AM
- Posted Re: Error in converting your forms to PDF format on After you file. March 13, 2023 9:47 AM
- Posted Re: Error in converting your forms to PDF format on After you file. March 13, 2023 9:10 AM
- Posted Re: I am having issues importing Financial Institution Data from Bank of America and Merrill Lync... on Get your taxes done using TurboTax. March 7, 2023 4:10 PM
- Cheered Re: Disallowed wash sale is under $0.50, which rounds to $0 and is disallowed. Unable to update f... for AnnetteB6. February 20, 2021 1:42 PM
- Posted Re: Disallowed wash sale is under $0.50, which rounds to $0 and is disallowed. Unable to update field or move forward with form. on Get your taxes done using TurboTax. February 19, 2021 11:51 AM
- Posted Disallowed wash sale is under $0.50, which rounds to $0 and is disallowed. Unable to update field or move forward with form. on Get your taxes done using TurboTax. February 18, 2021 10:37 AM
- Posted How do I claim the NY family tax relief credit in TurboTax? on State tax filing. June 4, 2019 5:35 PM