John2022
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I have shares of IBM that I purchased years ago through the Employee Stock Purchase Plan (ESPP) at a 15% discount. The last time I sold some IBM shares back in ...
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Hi Kris, I have a similar question, but with form 1099-R. In community post: https://ttlc.intuit.com/community/retirement/discussion/401k-rollover-to-roth-and-t...
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I too was wondering if creating two 1099s from one would be a red flag for the IRS. I guess it boils down to the question of what TurboTax presents to the IRS w...
Activity Feed for John2022
- Posted Underpayment Penalty waiver proof on Get your taxes done using TurboTax. February 27, 2025 1:03 PM
- Cheered Re: Calculating adjusted cost basis after Kyndryl spin-off for RobertB4444. March 5, 2022 4:44 AM
- Posted Re: Calculating adjusted cost basis after Kyndryl spin-off on Get your taxes done using TurboTax. March 3, 2022 4:10 PM
- Cheered Re: 401K rollover to Roth and Traditional IRA for dmertz. February 18, 2022 9:40 AM
- Cheered Re: No, the IRS only receives the appropriate Schedules and F... for JulieS. February 18, 2022 9:21 AM
- Cheered Re: 401K rollover to Roth and Traditional IRA for dmertz. February 17, 2022 8:53 AM
- Posted Re: No, the IRS only receives the appropriate Schedules and F... on Get your taxes done using TurboTax. February 17, 2022 4:37 AM
- Cheered Re: 401K rollover to Roth and Traditional IRA for CraftyGram47. February 17, 2022 4:19 AM
- Posted Re: 401K rollover to Roth and Traditional IRA on Retirement tax questions. February 17, 2022 4:12 AM
- Cheered Re: 401K rollover to Roth and Traditional IRA for KarenM90. February 17, 2022 4:03 AM