jaclacrjclec
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thank you. I will have to go back to Fidelity to straighten this out.
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It's from a 401K.Are you saying that Fidelity should issue a 1099R if the rollover came from a 401k to my Roth IRA? Is this considered a rollover or conversion?
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What does turbotax expect me to mail in? Broker is sending in all transactions from 2012 to 2023 is there a form i fill out with the FMV?
Activity Feed for jaclacrjclec
- Cheered Re: Where to enter rollover from IRA to Roth IRA in TT? for dmertz. March 9, 2024 4:39 PM
- Posted Re: Where to enter rollover from IRA to Roth IRA in TT? on Retirement tax questions. March 9, 2024 4:30 PM
- Posted Re: Where to enter rollover from IRA to Roth IRA in TT? on Retirement tax questions. March 9, 2024 3:48 PM
- Posted Where to enter rollover from IRA to Roth IRA in TT? on Retirement tax questions. March 9, 2024 1:38 PM
- Posted Re: I inherited stock in 1980 and sold in 2023. Broker provided 1099B but only provided basis from 2012 on. on Get your taxes done using TurboTax. March 2, 2024 3:30 PM
- Tagged Re: I inherited stock in 1980 and sold in 2023. Broker provided 1099B but only provided basis from 2012 on. on Get your taxes done using TurboTax. March 2, 2024 3:30 PM
- Posted I inherited stock in 1980 and sold in 2023. Broker provided 1099B but only provided basis from 2012 on. on Get your taxes done using TurboTax. February 28, 2024 9:50 AM
- Cheered Re: If my 1099G doesn't have the state ID number but I paid state taxes on my unemployment, what should I do? for syadi79105. February 25, 2022 11:53 AM
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- Posted My wife inherited a house in another state. Do we have to also fill out state taxes in the other state? Home is paid off. on Deductions & credits. June 4, 2019 11:10 PM