glossingers
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I amended my return outside of TurboTax so it’s pulling the wrong start point. I’ve been busy all week so plan on getting back to this over the weekend. Thanks ...
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Ok, I’ll switch to the desktop version. Thank you!
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@dmertz@Opus 17Thank you both for the explanations and advice. Sounds like the cleanest method is to request a return of the funds and pay any appropriate penal...
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@Opus 17I do have a small non-deductible balance in my traditional IRA. I also understand about the pro rata requirement. I plan to convert the rest this year s...
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I contributed $6,000 to my traditional IRA in March 2021 then mistakenly told Fidelity to re-characterize the full contribution to my Roth IRA. Which they did i...
Activity Feed for glossingers
- Posted Re: How can I edit form 5329? TurboTax doesn't have the correct values in it. on Retirement tax questions. March 10, 2023 2:14 PM
- Posted Re: How can I edit form 5329? TurboTax doesn't have the correct values in it. on Retirement tax questions. March 8, 2023 5:35 AM
- Posted How can I edit form 5329? TurboTax doesn't have the correct values in it. on Retirement tax questions. March 7, 2023 7:11 PM
- Posted Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? on Retirement tax questions. March 24, 2022 7:18 PM
- Cheered Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? for Opus 17. March 24, 2022 7:18 PM
- Cheered Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? for dmertz. March 24, 2022 7:18 PM
- Cheered Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? for Opus 17. March 24, 2022 7:18 PM
- Cheered Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? for dmertz. March 24, 2022 7:18 PM
- Cheered Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? for Opus 17. March 24, 2022 7:18 PM
- Cheered Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? for dmertz. March 24, 2022 7:18 PM
- Posted Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? on Retirement tax questions. March 24, 2022 5:56 AM
- Posted Re: Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? on Retirement tax questions. March 23, 2022 4:49 PM
- Posted Can I treat a recharacterization as a conversion when filling out my taxes if I gave my IRA trustee the wrong instructions? Or do I have to unwind the whole thing? on Retirement tax questions. March 23, 2022 1:32 PM