sjscherf
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@DanaB27Thank you! I unchecked box 2b total distributions and finished up our tax returns and got them filed this evening. Both Federal and State have been acce...
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@DanaB27so I just clicked on the continue button and in the next step or 2 it asked what year the 1099-R form was for, so I selected 2025. Still unsure about th...
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@DanaB27so I'm entering the 1099-R information and have a couple questions. I'm using the desktop software of Turbo Tax, not the web version, so your steps are ...
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@DanaB27thank you again for the response!So with the Traditional IRA with Fidelity, it was originally a 401k with Fidelity thru my job. Then when I lost my job ...
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Dana, thanks again for the reply. Ok, I think I may have worded things a little incorrectly and just want to make sure I've explained everything and I'm going t...
Activity Feed for sjscherf
- Posted Re: Excess Roth IRA contribution and earnings removed for TY 2024 on Retirement tax questions. March 12, 2025 7:37 PM
- Cheered Re: Excess Roth IRA contribution and earnings removed for TY 2024 for DanaB27. March 12, 2025 7:34 PM
- Posted Re: Excess Roth IRA contribution and earnings removed for TY 2024 on Retirement tax questions. March 11, 2025 7:54 PM
- Posted Re: Excess Roth IRA contribution and earnings removed for TY 2024 on Retirement tax questions. March 11, 2025 4:45 PM
- Cheered Re: Excess Roth IRA contribution and form 1099-R for DanaB27. March 11, 2025 5:13 AM
- Cheered Re: Excess Roth IRA contribution and earnings removed for TY 2024 for DanaB27. March 11, 2025 5:12 AM
- Posted Re: Excess Roth IRA contribution and earnings removed for TY 2024 on Retirement tax questions. March 10, 2025 8:26 PM
- Cheered Re: Excess Roth IRA contribution and earnings removed for TY 2024 for DanaB27. March 10, 2025 8:12 PM
- Posted Excess Roth IRA contribution and form 1099-R on Retirement tax questions. March 10, 2025 8:10 PM
- Posted Re: Excess Roth IRA contribution and earnings removed for TY 2024 on Retirement tax questions. March 9, 2025 3:02 PM
- Cheered Re: Excess Roth IRA contribution and earnings removed for TY 2024 for DanaB27. March 9, 2025 2:21 PM
- Posted Re: Excess Roth IRA contribution and earnings removed for TY 2024 on Retirement tax questions. March 9, 2025 9:47 AM
- Cheered Re: Excess Roth IRA contribution and earnings removed for TY 2024 for DanaB27. March 9, 2025 9:01 AM
- Posted Excess Roth IRA contribution and earnings removed for TY 2024 on Retirement tax questions. March 8, 2025 8:45 PM
- Posted Re: Unemployment compensation refund on Get your taxes done using TurboTax. February 27, 2022 9:09 AM
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- Posted Unemployment compensation refund on Get your taxes done using TurboTax. February 26, 2022 12:29 PM