The only way I could file using the TurboTax software was to file an Amendment to my 2023 return to pay the tax liability on the earnings and avoid paying a pen...
Custodian coded the 2024 1099-SA correctly as a "2" distribution.IMHO TurboTax Premier lacks the ability to qualify the separate handling of 1099-SAs received t...
Excess contribution (made with post tax dollars) and related earnings were both reversed in 2024 and reported accordingly for tax year 2023. Now the custodian ...
The application of 1009-Int from the deposits held in escrow accounts for the payment of Property taxes and Insurance is further complicated when a property par...
