Russ_S
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Thanks very much! As my IRAs are rollovers from 401k plans, they are completely from pre-tax contributions, but the "Taxable amount not determined" box is indee...
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Thanks for your response. No, neither of us contributed to our IRAs last year, and we did not have a form 8606 attached to last year's tax return.Perhaps the fa...
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Thanks very much for your response. No, she did not take a distribution in 2022, so she did not get a 1099R this year.
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I used the IRS Interactive Tax Assistant and it indicates that this pension is fully taxable. This is the third year we've received this pension, and TurboTax h...
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With TurboTax Deluxe, I don't see the snippet you posted, I get the above. I did select the button "From a Qualified Plan" (not the highlighted button). So mayb...
Activity Feed for Russ_S
- Posted Re: Why does TurboTax request only my total IRA value and not my wife's? on Retirement tax questions. February 14, 2023 7:46 AM
- Cheered Re: Why does TurboTax request only my total IRA value and not my wife's? for AnnetteB6. February 14, 2023 7:35 AM
- Posted Re: Why does TurboTax request only my total IRA value and not my wife's? on Retirement tax questions. February 13, 2023 8:48 PM
- Posted Re: Why does TurboTax request only my total IRA value and not my wife's? on Retirement tax questions. February 13, 2023 8:37 PM
- Posted Why does TurboTax request only my total IRA value and not my wife's? on Retirement tax questions. February 13, 2023 3:21 PM
- Posted Re: TurboTax 2021 treatment of pension income when box 2b is checked on Retirement tax questions. February 5, 2022 9:13 PM
- Cheered Re: TurboTax 2021 treatment of pension income when box 2b is checked for ErnieS0. February 5, 2022 9:00 PM
- Posted Re: TurboTax 2021 treatment of pension income when box 2b is checked on Retirement tax questions. February 5, 2022 9:59 AM
- Posted TurboTax 2021 treatment of pension income when box 2b is checked on Retirement tax questions. February 4, 2022 12:50 PM