dmertz
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Apparently your partner has no basis in nondeductible traditional IRA contributions, so Form 8606 is not involved in determining a nontaxable portion of the dis...
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The taxable amount shown in box 2a of the Form 1099-R is income to your father's estate, reportable on an estate income tax return Form 1041, including Schedule...
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Yes, in 2026 TurboTax you'll need to correct the amount of basis that TurboTax is tracking for you, $11,000 instead of $4,000.
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baldietaxcovered everything quite well, so I don't have anything to add.
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@MinhT1, TurboTax correctly prohibits a non-spouse beneficiary from reporting a distribution as having been rolled over because such a rollover is not permitted...
Activity Feed for dmertz
- Got Cheered for Re: Rollover IRA Form 5498 Question - forgot to declare deduction in my 2021 IRA contribution. yesterday
- Posted Re: IRA Balance impact on taxes due on Get your taxes done using TurboTax. yesterday
- Got Cheered for Re: Complicated question. yesterday
- Posted Re: Complicated question on Retirement tax questions. yesterday
- Posted Re: Rollover IRA Form 5498 Question - forgot to declare deduction in my 2021 IRA contribution on Get your taxes done using TurboTax. yesterday
- Posted Re: Reporting excess Previous year IRA contribution which was deposited in current year on Retirement tax questions. yesterday
- Cheered Re: Reporting excess Previous year IRA contribution which was deposited in current year for baldietax. yesterday
- Cheered Re: Reporting excess Previous year IRA contribution which was deposited in current year for baldietax. yesterday
- Got Cheered for Re: Rollover IRA Form 5498 Question - forgot to declare deduction in my 2021 IRA contribution. yesterday
- Got Cheered for Re: 1099R received for inherited IRA. yesterday
- Posted Re: 1099R received for inherited IRA on Retirement tax questions. yesterday
- Posted Re: 1099R received for inherited IRA on Retirement tax questions. yesterday
- Posted Re: Schedule B Line 7a on Get your taxes done using TurboTax. yesterday
- Posted Re: For my HSA contribution which Box 12 do I use a or b? on Deductions & credits. yesterday
- Posted Re: How do I enter a pension plan rollover to a traditional IRA? The on-screen version is only asking if it's a rollover to a Roth IRA. on Retirement tax questions. yesterday
- Posted Re: Why doesn't taxable portion of 1099R NOT carry over to 1040? All data fro the 1099R was copie... on Retirement tax questions. yesterday
- Got Cheered for Re: I contributed $7000 after tax to Traditional IRA and rolled over to RothIRA. I am not deducting that but TurboTax treats this as my income based on 1099-R. How to fix?. yesterday
- Posted Re: I contributed $7000 after tax to Traditional IRA and rolled over to RothIRA. I am not deducting that but TurboTax treats this as my income based on 1099-R. How to fix? on Retirement tax questions. yesterday
- Posted Re: Rollover IRA Form 5498 Question - forgot to declare deduction in my 2021 IRA contribution on Get your taxes done using TurboTax. yesterday
- Got Cheered for Re: Rollover IRA Form 5498 Question - forgot to declare deduction in my 2021 IRA contribution. Tuesday