Nancy D
Level 2
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Thank you all. I also rolled back an inherited IRA and Turbo Tax was not allowing me to indicate the rollover. So I did what you suggested and first deleted and...
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Glad you got it to work. Yes, the insurance section is further down on the 1099-R form. Hopefully TT Employees are monitoring these posts and making the necessa...
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You should not have to enter the transfer on form 8889-T. Once you enter the amount in the insurance section on your 1099-R using Turbo Tax Desktop, it will aut...
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Thank you Bill. I have the TurboTax desktop version and did a Qualified IRA to HSA trustee to trustee transfer. I did what you suggested and went into Forms and...
Activity Feed for Nancy D
- Posted Re: I rolled my RMD back into my Inherited IRA in 2020 per the CARES act. I received a 1099-R for the RMD withdrawal and a 5498 for the rollover. How to report in TurboTax? on Retirement tax questions. March 8, 2021 2:32 PM
- Cheered Re: I rolled my RMD back into my Inherited IRA in 2020 per the CARES act. I received a 1099-R for the RMD withdrawal and a 5498 for the rollover. How to report in TurboTax? for dmertz. March 8, 2021 2:23 PM
- Cheered Yes, the amount reported in Box 11 Form W-2 is a distribu... for Leonard. March 8, 2021 10:53 AM
- Cheered @mmittanck: The problem with the TT "enter 0" stuff is th... for nexchap. February 28, 2021 12:34 PM
- Cheered If all your shares were held long term, or short term, th... for nexchap. February 28, 2021 12:13 PM
- Cheered On the K-1, Ordinary Gain is 7 for both columns (since yo... for nexchap. February 28, 2021 11:25 AM
- Cheered Re: MLP K-1 Reporting Including Sale of MLP for Anonymous. February 28, 2021 11:14 AM
- Cheered Re: MLP K-1 Reporting Including Sale of MLP for bilskro. February 28, 2021 11:14 AM
- Posted Re: IRA to HSA rollover on Get your taxes done using TurboTax. February 14, 2021 8:39 AM
- Posted Re: IRA to HSA rollover on Get your taxes done using TurboTax. February 14, 2021 6:32 AM
- Cheered Re: IRA to HSA rollover for SamS1. February 14, 2021 5:42 AM
- Posted Re: IRA to HSA rollover on Get your taxes done using TurboTax. February 13, 2021 10:02 AM