cschary
Level 2
Member profile
- Replies
- Posts
-
I apologize for taking up so much of your time with my questions, which turned out to be me making something out of nothing! I re-read the earliest response to ...
-
I tried entering the one 1099-R form twice to portray the $40,000 rollover transaction as a two-step process (even though it wasn't) and that only increases my ...
-
I really appreciate your patience in answering my questions. I understand your last set of instructions, but the issue is that I did a direct rollover from a tr...
-
I'm still confused. I know I need to pay taxes on the amount that was reported on the 1099-R ($40,000), even though it's termed a rollover and not a distributio...
-
Thank you! That was the answer I needed.
Activity Feed for cschary
- Posted Re: How do I get TurboTax to fill out Form 8606? I am reporting a conversion of a IRA to Roth IRA... on Retirement tax questions. February 21, 2024 5:40 PM
- Posted Re: How do I get TurboTax to fill out Form 8606? I am reporting a conversion of a IRA to Roth IRA... on Retirement tax questions. February 21, 2024 11:06 AM
- Posted Re: How do I get TurboTax to fill out Form 8606? I am reporting a conversion of a IRA to Roth IRA... on Retirement tax questions. February 21, 2024 10:55 AM
- Posted Re: How do I get TurboTax to fill out Form 8606? I am reporting a conversion of a IRA to Roth IRA, but the 1099-R box 7 uses code "G" instead of "7" so it's not working. on Retirement tax questions. February 20, 2024 6:07 PM
- Posted How do I get TurboTax to fill out Form 8606? I am reporting a conversion of a IRA to Roth IRA, but the 1099-R box 7 uses code "G" instead of "7" so it's not working. on Retirement tax questions. February 20, 2024 3:26 PM
- Posted How do I calculate how much to withdraw from my 2023 Roth IRA contribution to avoid the 6% penalty and how does the 2023 MAGI bracket ($138,000 - $153,000) apply? on Retirement tax questions. February 14, 2024 12:38 PM
- Posted Re: Where do I claim tax credit for home energy audit? on Deductions & credits. February 5, 2024 1:51 PM
- Posted Where do I claim tax credit for home energy audit? on Deductions & credits. February 2, 2024 5:43 PM