orbtu
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Thanks macuser_22.The $500 is shown on this TurboTax screen if you go to:-Federal Taxes > Deductions & Credits The $500 is specifically listed under this sectio...
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I removed 2017's $5,500 Roth excess in Dec 2019.So it sounds like I pay the 6% penalty in 2017 and 2018 only, by making an amendment in TurboTax for those 2 yea...
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Thanks macuser_22 for your quick reply. I edited my post to include another related question while you were responding. Could you please review and reply about ...
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Hi macuser_22,My situation is similar, with 3 exceptions, and was wondering how to correctly fill in the TurboTax interview questions.Exceptions:1) I have code ...
Activity Feed for orbtu
- Cheered Re: How to Report an Excess Roth Contribution from 2 Yrs Ago that Was Withdrawn in Current Tax Year? for dmertz. July 6, 2020 6:07 PM
- Posted How to Report an Excess Roth Contribution from 2 Yrs Ago that Was Withdrawn in Current Tax Year? on Retirement tax questions. July 3, 2020 1:42 AM
- Posted Re: I was over the income limit, recharacterized roth IRA contribution (6000+earnings, to 7,058.61),then converted the traditional (7,058.61) to roth. Is my turbotax correct? on Retirement tax questions. July 2, 2020 5:49 PM
- Posted Re: I was over the income limit, recharacterized roth IRA contribution (6000+earnings, to 7,058.61),then converted the traditional (7,058.61) to roth. Is my turbotax correct? on Retirement tax questions. July 2, 2020 5:03 PM
- Posted Re: I was over the income limit, recharacterized roth IRA contribution (6000+earnings, to 7,058.61),then converted the traditional (7,058.61) to roth. Is my turbotax correct? on Retirement tax questions. July 2, 2020 4:40 PM
- Posted Re: I was over the income limit, recharacterized roth IRA contribution (6000+earnings, to 7,058.61),then converted the traditional (7,058.61) to roth. Is my turbotax correct? on Retirement tax questions. July 2, 2020 3:05 PM
- Cheered Re: What/how do I report a removal of excess Roth IRA contribution made in 2018? for dmertz. June 28, 2020 4:44 PM