rls55
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Thank you for this information. Very helpful!
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Did the line g solution work for you? Did you need to provide a copy of the will? I have a similar situation.
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I thought you might be interested to know that TT apparently did not make a software fix to your situation from last year. I ran into a slightly different but s...
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Thanks again for your help, dmertz. I wasn't aware until further investigation that Form 1099-R is not filed with the tax return unless federal tax is withheld ...
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Thank you for the reply! The solution of splitting the 1099-R into 2 entries had crossed my mind and would certainly achieve the correct final numbers, but woul...
Activity Feed for rls55
- Posted Re: Form 56, Authority for non probate executor on Get your taxes done using TurboTax. April 15, 2025 4:48 AM
- Posted Re: Form 56, Authority for non probate executor on Get your taxes done using TurboTax. April 14, 2025 11:24 AM
- Cheered Re: 1099-R 401K after tax contributions rollover to Roth IRA and IRA account for dmertz. January 29, 2024 3:16 PM
- Posted Re: Do after tax contributions to a 401K when rolled over to a Roth IRA need to be reported? on Get your taxes done using TurboTax. January 29, 2024 2:53 PM
- Posted Re: One 1099-R for rollovers from Trad 401k to Trad IRA and Roth IRA on Get your taxes done using TurboTax. January 29, 2024 2:10 PM
- Cheered Re: One 1099-R for rollovers from Trad 401k to Trad IRA and Roth IRA for dmertz. January 29, 2024 2:09 PM
- Posted Re: One 1099-R for rollovers from Trad 401k to Trad IRA and Roth IRA on Get your taxes done using TurboTax. January 29, 2024 8:45 AM
- Posted One 1099-R for rollovers from Trad 401k to Trad IRA and Roth IRA on Get your taxes done using TurboTax. January 28, 2024 7:00 AM
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