dmertz
Level 15
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As far as I can tell, TurboTax always marks box 1 (ROLLOVER) on line 4c if you enter a Form 1099-R and properly indicate that the distribution was rolled over. ...
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No. A QCD made in 2026 goes only on your 2026 tax return. You are not permitted to apply to your 2025 taxes any kind of charitable contribution made in 2026. Th...
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Until you enter the year-end value of your traditional IRAs, TurboTax uses the incorrect value of zero, resulting in TurboTax calculating on Form 8606 that all ...
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The gross distribution amount in box 1 should be $0. As this was a trustee-to-trustee transfer, it was neither a distribution nor a rollover. Because it was not...
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The Form 1099-R has been prepared incorrectly because code H is not permitted to be combined with marking of the IRA/SEP/SIMPLE box. Code H is only to be used f...
Activity Feed for dmertz
- Got Cheered for Re: Unable to clear excess HSA contributions in TurboTax despite entering the correct Code 2 on 2024 Form 1099‑SA. 4 hours ago
- Posted Re: Form 1040 2025 Line 4c Box 1 : Should this box be checked or unchecked for a non-taxable 60-day Roth IRA rollover? on Get your taxes done using TurboTax. yesterday
- Posted Re: can I make 2 separate QCO donations in 2026 & use 1 for tax year 2025 (filing now) & 1 for tax year 2026 (filing in 2027)? I'm owing in state returns so wanna use credit on Deductions & credits. yesterday
- Posted Re: Form 8606 Nondeductible IRA Entry Increases My Taxes Owed on Retirement tax questions. yesterday
- Posted Re: 1099-R Distribution Code H with IRA/SEP/SIMPLE checked on Retirement tax questions. yesterday
- Posted Re: 1099-R Distribution Code H with IRA/SEP/SIMPLE checked on Retirement tax questions. yesterday
- Posted Re: Bug: TurboTax Deluxe 2025 regarding form 5498 on Get your taxes done using TurboTax. yesterday
- Posted Re: Completing rollover to roth from traditional IRA, via 1099R. Software demands value IRA via a Form 5498. Helps say TT doesnt need it yet being asked. why? on Retirement tax questions. yesterday
- Posted Re: Form 1040 2025 Line 4c Box 1 : Should this box be checked or unchecked for a non-taxable 60-day Roth IRA rollover? on Get your taxes done using TurboTax. yesterday
- Posted Re: is 2024 4th quarter estimated tax payment during 2025 to a state answer no if all 2024 estima... on Get your taxes done using TurboTax. yesterday
- Posted Re: HSA Form 5498-SA on Deductions & credits. yesterday
- Posted Re: Unable to clear excess HSA contributions in TurboTax despite entering the correct Code 2 on 2024 Form 1099‑SA on Deductions & credits. yesterday
- Posted Re: MAGI calculation for 2025 Roth IRA Contribution on Retirement tax questions. yesterday
- Got Cheered for Re: Why must RMD be completed before doing ROTH conversion. Monday
- Posted Re: I contributed to a Traditional IRA, and then converted/rolled it over to Roth. Now TT tells me I have excess Roth contribution. Help! on Retirement tax questions. Monday
- Posted Re: I'm amending my 2024 returns because i over contributed to SEP IRA. I don't see the Form 5329 that computes my penalty when I view the amended returns. on Retirement tax questions. Monday
- Posted Re: Why must RMD be completed before doing ROTH conversion on Retirement tax questions. Monday
- Posted Re: Can a job loss leading to losing HDHP coverage impact the "last month rule"? on Deductions & credits. Monday
- Posted Re: How can I generate form 8606 to report a 1099-R PATIAL IRA Distribution went to a ROTH CONTRIBUTION? on Retirement tax questions. Monday
- Posted Re: Why must RMD be completed before doing ROTH conversion on Retirement tax questions. Monday