dmertz
Level 15
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Yes, I guess that's what was expected. Given that no tax return was filed or extension requested by April 15, 2025, a substitute Form 1099-R with code J in box ...
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"My net income was negative"Then you are not permitted to make any kind of retirement contribution. You must have net profit to be able to make either a self-em...
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What is the code in box 7 of the Form 1099-R provided by the IRA custodian?
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Even when you use TurboTax to download the form from the payer, you still have to go through the entry to confirm everything and answer follow-up questions.If y...
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@smith-mahon, duplicate question addressed here:https://ttlc.intuit.com/community/retirement/discussion/re-where-do-you-report-an-rmd-rollover-that-occurred-wit...
Activity Feed for dmertz
- Posted Re: I contributed to a Roth IRA in CY2024 but had no income then withdraw it and earnings in CY2025 on Retirement tax questions. yesterday
- Posted Re: How to enter both Individual Roth 401K information and Roth IRA information on Retirement tax questions. yesterday
- Cheered Re: I did a recharacterization from Roth IRA to Traditional IRA; do I answer yes or no to this qu... for TomK2023. yesterday
- Posted Re: I contributed to a Roth IRA in CY2024 but had no income then withdraw it and earnings in CY2025 on Retirement tax questions. yesterday
- Got Cheered for Re: Self employment tax. yesterday
- Posted Re: Where do you report an RMD rollover that occurred within the 60 day time limit? on Retirement tax questions. yesterday
- Posted Re: IRA rolled over within 60 Days on Retirement tax questions. yesterday
- Posted Re: i fo..ed the dir..ons here in: help-article/retirement-benefits/enter-backdoor-roth-ira-conve... on Retirement tax questions. yesterday
- Got Cheered for Re: mega backdoor roth 401k broken?. Tuesday
- Posted Re: I took the rest of an HSA I had out in 2025 to pay medical expenses. Why is Turbo Tax showing this money as income. Shouldn't it be tax free? on Deductions & credits. Tuesday
- Posted Re: Is Statement of Annuity paid by federal government is 403(b) plan or qualified retirement plan? on Retirement tax questions. Tuesday
- Posted Re: Inherited IRA from parent with partial RMD taken. Remaining RMD needs to be split but asking for total RMD??? on Retirement tax questions. Tuesday
- Got Cheered for Re: TurboTax seems to be using my AGI instead of the MAGI on Form 8960 Line 13. Is anyone else getting this error?. Tuesday
- Posted Re: TurboTax seems to be using my AGI instead of the MAGI on Form 8960 Line 13. Is anyone else getting this error? on Get your taxes done using TurboTax. Tuesday
- Posted Re: mega backdoor roth 401k broken? on Get your taxes done using TurboTax. Tuesday
- Posted Re: 1099-R distributions pre 59.5 and some post 59.5 in the same year on Get your taxes done using TurboTax. Tuesday
- Posted Re: How to treat a wrong rollover into my Roth IRA on Retirement tax questions. Tuesday
- Posted Re: Backdoor Roth Conversions getting flagged as "excess contributions" on Retirement tax questions. Tuesday
- Posted Re: Backdoor Roth Conversions getting flagged as "excess contributions" on Retirement tax questions. Tuesday
- Posted Re: Backdoor Roth Conversions getting flagged as "excess contributions" on Retirement tax questions. Monday