toastabreads
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Yeah I don't believe the 5 year thing applied to our situation either.. but at least we'll be in the same boat if we get audited lol! Good luck!
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I remember seeing Turbo Tax ask me if I used my withdrawal for a home purchase or if it was hardship, so I would strongly recommend going down the same rabbit h...
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@Dpuperuit did thankfully! It went from me having to pay 5-6k to receiving a return of 5-6k which was in-line with what I expected.. so I am just VERY happy tha...
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Ok, I found the answer to my question. I went to "Tax Tools" in the bottom left of the screen, then clicked Tools, and searched for Form 8606 and it went to tha...
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Thanks for your help@dmertz!Yeah it was the same reason as above. I guess I was expecting to see the form, and not just have it done in the background. Thanks f...
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- Got Cheered for Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?. April 8, 2025 12:32 PM
- Got Cheered for Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?. September 27, 2023 6:36 AM
- Got Cheered for Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?. September 27, 2023 6:34 AM
- Got Cheered for Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?. January 21, 2023 11:01 AM
- Got Cheered for Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all.... March 24, 2022 11:25 AM
- Posted Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all... on Retirement tax questions. March 24, 2022 11:24 AM
- Posted Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all... on Retirement tax questions. March 24, 2022 9:46 AM
- Posted Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this? on Retirement tax questions. March 24, 2022 9:44 AM
- Got Cheered for Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?. March 24, 2022 9:28 AM
- Got Cheered for Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this?. March 23, 2022 5:01 PM
- Posted Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this? on Retirement tax questions. February 16, 2022 3:37 PM
- Posted Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this? on Retirement tax questions. February 16, 2022 3:23 PM
- Posted Re: I received roth ira distribution. 1099r shows it code J but it is qualified because it as all contribution, not earnings. Turbo tax is taxing it. How do I fix this? on Retirement tax questions. February 16, 2022 2:56 PM