mayfung1
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@fanfare:Thank you for your speedy responses.The Form 5498 only has amounts in box 2 for Rollover Contributions and box 5 for FMV of account.The statement that ...
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@fanfare,@DanaB27,@ErnieS0:Thank you for your responses. Please let me expand on the background:I took a 401(k) distribution after 59 1/2 in 2022.The bulk of th...
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Thank you.I do have a 1099-R that showed the cash portion that I received, but it does not reflect the amount that was directly rolled over into IRAs. The Form ...
Activity Feed for mayfung1
- Posted Excess FICA withheld and how to claim as a credit in Turbo Tax against my federal tax liability on Deductions & credits. March 6, 2025 3:08 PM
- Posted Re: Form 8606 on Get your taxes done using TurboTax. April 12, 2023 10:26 AM
- Posted Re: Form 8606 on Get your taxes done using TurboTax. April 12, 2023 9:16 AM
- Posted Re: Form 8606 on Get your taxes done using TurboTax. April 11, 2023 7:30 AM
- Posted Form 8606 on Get your taxes done using TurboTax. April 9, 2023 1:07 PM