About Russ_S

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Solved Re: Why does TurboTax request only my total IRA value and not my wif...

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...

Russ_S

Updated Feb 14, 2023
Solved Re: Why does TurboTax request only my total IRA value and not my wif...

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...

Russ_S

2

Updated Feb 14, 2023
Solved Re: Why does TurboTax request only my total IRA value and not my wif...

Thanks very much for your response. No, she did not take a distribution in 2022, so she did not get a 1099R this year.

Russ_S

Updated Feb 14, 2023
Solved Re: TurboTax 2021 treatment of pension income when box 2b is checked

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...

Russ_S

Updated Feb 05, 2022
Solved Re: TurboTax 2021 treatment of pension income when box 2b is checked

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...

Russ_S

2

Updated Feb 05, 2022

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Date Registered	‎February 4, 2022 12:29 PM
Date Last Visited	‎February 28, 2023 4:47 PM
Total Messages Posted	7

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