BK2000
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@MarilynG1Thank you for your response and it makes sense. However it does not answer my question or resolve my confusion.That being said, I did some testing in ...
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Final Update: I received a 1099-R with box G checked in early March.
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I have continued my research and still nothing conclusive on Simple-IRA to IRA move. Some have reported that they received a 1099-R w/ box G checked while other...
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@Mike9241Thank you for this. Please help with my confusion: How is this different from rolling over a 401k to an IRA? Every time I did that it triggered a 1099-...
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@pkNo worries - the reason I maxed out was that I thought I missed something and tried it again. As I said it's on me being a curious techie person. And yes, I ...
Activity Feed for BK2000
- Posted Re: Worksheet 1-1 of IRS Pub 590-B vs Form 8606 on Get your taxes done using TurboTax. March 26, 2025 9:08 PM
- Posted Worksheet 1-1 of IRS Pub 590-B vs Form 8606 on Get your taxes done using TurboTax. March 21, 2025 11:12 AM
- Posted Re: Does moving funds from Simple-IRA to IRA generate a 1099-R? on Get your taxes done using TurboTax. March 21, 2025 10:51 AM
- Cheered Re: Does moving funds from Simple-IRA to IRA generate a 1099-R? for Mike9241. February 13, 2025 12:40 PM
- Posted Re: Does moving funds from Simple-IRA to IRA generate a 1099-R? on Get your taxes done using TurboTax. February 13, 2025 10:20 AM
- Posted Re: Does moving funds from Simple-IRA to IRA generate a 1099-R? on Get your taxes done using TurboTax. February 11, 2025 8:31 AM
- Posted Does moving funds from Simple-IRA to IRA generate a 1099-R? on Get your taxes done using TurboTax. February 10, 2025 10:26 PM
- Got Cheered for Re: Does reinstalling TT on the same PC count toward the 5 license limit?. December 12, 2024 9:51 AM
- Posted Re: Does reinstalling TT on the same PC count toward the 5 license limit? on Get your taxes done using TurboTax. December 12, 2024 9:43 AM
- Posted Re: Does reinstalling TT on the same PC count toward the 5 license limit? on Get your taxes done using TurboTax. December 11, 2024 11:05 PM
- Posted Re: Does reinstalling TT on the same PC count toward the 5 license limit? on Get your taxes done using TurboTax. December 11, 2024 11:00 AM
- Posted Does reinstalling TT on the same PC count toward the 5 license limit? on Get your taxes done using TurboTax. December 9, 2024 2:15 PM
- Cheered Re: How to enter “Taxable Scholarship” as income in TT2023 deluxe desktop for Hal_Al. March 7, 2024 2:33 PM
- Cheered Re: How to enter “Taxable Scholarship” as income in TT2023 deluxe desktop for KrisD15. March 7, 2024 2:33 PM
- Posted Re: How to enter “Taxable Scholarship” as income in TT2023 deluxe desktop on Education. March 7, 2024 2:32 PM
- Posted How to enter “Taxable Scholarship” as income in TT2023 deluxe desktop on Education. March 7, 2024 1:19 PM
- Posted Re: Where in TurboTax do I enter the college tuition refund amount received - related to qualified education expenses? on Education. February 26, 2024 9:08 AM
- Cheered Re: Where in TurboTax do I enter the college tuition refund amount received - related to qualified education expenses? for Hal_Al. February 26, 2024 9:03 AM
- Cheered Re: Where in TurboTax do I enter the college tuition refund amount received - related to qualified education expenses? for Hal_Al. February 26, 2024 9:02 AM
- Posted Re: Where in TurboTax do I enter the college tuition refund amount received - related to qualified education expenses? on Education. February 23, 2024 5:49 PM