About leslieannebarton

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Re: IRA conversion to Roth IRA

Thanks for leaping in fanfare. I still think there is a bug in TurboTax as there was no conversion or contribution done to an IRA or Roth IRA in 2018 so I think...

leslieannebarton

Updated Apr 22, 2021
Re: IRA conversion to Roth IRA

Thank you for the help. I zeroed out the incorrect carry over from the 2018 tax return to the 2019 tax returned and that fixed the problem. I then went back and...

leslieannebarton

Updated Apr 22, 2021
Re: IRA conversion to Roth IRA

I have a 5329-T worksheet that says I brought money over from a 5329 2018 worksheet. I got back into my 2018 tax return and I don't have a 5329 form created. So...

leslieannebarton

2

Updated Apr 22, 2021
Re: IRA conversion to Roth IRA

Yes there is a 7 in on line 7 on the 1099-R. I also took a look at the 'Distributions from Pensions, IRAs, etc worksheet. Lines B4, B5, and B6 were as follows:B...

leslieannebarton

3

Updated Apr 22, 2021
Re: IRA conversion to Roth IRA

Also in the form 8606 line:8 Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs toRoth IRAs in 2019. Also enter this amount on line 16 .C...

leslieannebarton

8

Updated Apr 22, 2021

Activity Feed for leslieannebarton

Posted Re: IRA conversion to Roth IRA on Retirement tax questions. ‎April 22, 2021 9:55 AM
Posted Re: IRA conversion to Roth IRA on Retirement tax questions. ‎April 19, 2021 4:49 PM
Posted Re: IRA conversion to Roth IRA on Retirement tax questions. ‎April 18, 2021 6:30 PM
Posted Re: IRA conversion to Roth IRA on Retirement tax questions. ‎April 18, 2021 6:12 PM
Posted Re: IRA conversion to Roth IRA on Retirement tax questions. ‎April 17, 2021 3:48 PM
Posted Re: IRA conversion to Roth IRA on Retirement tax questions. ‎April 17, 2021 3:44 PM
Posted IRA conversion to Roth IRA on Retirement tax questions. ‎April 17, 2021 12:54 PM

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Date Registered	‎April 14, 2021 11:31 AM
Date Last Visited	‎April 22, 2021 9:55 AM
Total Messages Posted	7

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