LMTaxBreaker
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I was not tracking my Roth IRA basis since I started my Roth IRA in 2011. I didn't see the point, other than the rare case where I'd need to withdraw funds earl...
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In the Deductions & Credits section, TurboTax first goes through Traditional IRA, then Roth (we have both, and after 2020, only use Traditional IRAs for the pur...
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Why does Turbotax state that you can file amendments electronically then?https://turbotax.intuit.com/tax-tips/amend-return/how-to-correct-federal-tax-returns/L6...
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Thanks, and sadly, I agree after reading this article just now:Can You Convert A Coronavirus-Related Distribution To A Roth IRA? (forbes.com)It is with a heavy ...
Activity Feed for LMTaxBreaker
- Posted Re: How do i calculate my Roth basis? on Retirement tax questions. October 26, 2025 12:44 PM
- Posted Re: Roth recharacterization to Traditional, followed by backdoor back to Roth on Retirement tax questions. October 26, 2025 10:59 AM
- Posted Roth Basis Tracking (TurboTax 2024 desktop download) on Get your taxes done using TurboTax. October 25, 2025 2:36 PM
- Posted Roth recharacterization to Traditional, followed by backdoor back to Roth on Retirement tax questions. October 12, 2025 9:52 AM
- Posted Re: 2020 Amendment - not allowing me to e-file on Get your taxes done using TurboTax. March 2, 2023 6:28 PM
- Cheered Re: 2020 Amendment - not allowing me to e-file for xmasbaby0. March 2, 2023 6:23 PM
- Posted 2020 Amendment - not allowing me to e-file on Get your taxes done using TurboTax. March 2, 2023 5:58 PM
- Posted Re: Tax-free Traditional to Roth IRA conversion under CARES act (please?) on Retirement tax questions. March 2, 2023 4:11 PM
- Cheered Re: Tax-free Traditional to Roth IRA conversion under CARES act (please?) for DavidD66. March 2, 2023 4:09 PM
- Posted Tax-free Traditional to Roth IRA conversion under CARES act (please?) on Retirement tax questions. March 2, 2023 3:16 PM
- Posted It's 2022 now and I forgot in 2021 to report my taxable 2020 conversion of Traditional to Roth IRA. Instead of 2020 amendment, can I file as though conversion was 2021? on Retirement tax questions. March 25, 2022 9:02 AM