trekmanone
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Thanks Dana,As I said, I received both 1099-R's from Fidelity but each had a different code. I paid taxes on the one with code P and no tax on the other. TT and...
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Hi Champ,Well I received both my 1099-Rs for excessive IRA contributions from Fidelity.Recap:I made a 2020 excessive IRA contribution and a 2021 excessive IRA c...
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Sorry. This substitute 1099-R TT method issues a form 4852 with the taxable gain shown as taxable gross distribution.
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In TT, I checked I do not have a 1099-R and it led me to a substitute 1099-R where I entered taxable income section. I just am not sure this is the right method...
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The excess IRA contribution was made in tax year 2020.The gain/loss, on the excess contribution, HAS to reported in the tax year it occurred, i.e. 2020 return. ...
Activity Feed for trekmanone
- Posted 2023 tax return was done by H&R Block. All other was done by TurboTAX. How can I add external tax data to Smart Insights? on Get your taxes done using TurboTax. March 15, 2025 9:43 AM
- Posted I have Foreign Tax Paid on foreign dividends I received. I can't get TT to accept these foreign tax paid? on Deductions & credits. March 15, 2025 8:24 AM
- Posted Re: I made an excess IRA contribution in 2020. I've requested my broker to remove the excess plus... on Retirement tax questions. February 27, 2023 3:12 PM
- Posted Re: I made an excess IRA contribution in 2020. I've requested my broker to remove the excess plus gains. Where in TT do I enter this gain without a 1099-R? on Retirement tax questions. April 6, 2022 4:49 AM
- Posted Re: I made an excess IRA contribution in 2020. I've requested my broker to remove the excess plus gains. Where in TT do I enter this gain without a 1099-R? on Retirement tax questions. March 10, 2021 8:54 AM
- Posted Re: I made an excess IRA contribution in 2020. I've requested my broker to remove the excess plus gains. Where in TT do I enter this gain without a 1099-R? on Retirement tax questions. March 10, 2021 8:50 AM
- Posted Re: I made an excess IRA contribution in 2020. I've requested my broker to remove the excess plus gains. Where in TT do I enter this gain without a 1099-R? on Retirement tax questions. March 10, 2021 8:45 AM
- Posted Re: I made an excess IRA contribution in 2020. I've requested my broker to remove the excess plus gains. Where in TT do I enter this gain without a 1099-R? on Retirement tax questions. March 5, 2021 8:57 AM
- Posted I made an excess IRA contribution in 2020. I've requested my broker to remove the excess plus gains. Where in TT do I enter this gain without a 1099-R? on Retirement tax questions. March 5, 2021 8:27 AM