suramom
Level 2
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it did not download all forms from Fidelity for me and i had to go back and print one out to enter manually. and of course it had some duplicates. the interface...
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find the form in the list of forms in the program and it fills in most of it, i recall. It was confusing but it gets transmitted with the return after filling i...
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rechecked again and i finally figured it out. For some reason the 3200 was not an IRA, although it is a QLAC from the IRA. Now i can get their figure by subtrac...
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i rechecked it all and did find the part where we put the QCDs. My husband's form is accurate and corresponds to 1099Rs. Mine does not. I have 3 "IRA" distribut...
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also, i don't think the 1099Rs have any line for QCD, or i don't recall it. That's why we do the 8606. Most of my funds in traditional IRA were non-deductible, ...
Activity Feed for suramom
- Posted Re: Is Turbotax import from bank and financial accounts broken? on Get your taxes done using TurboTax. March 3, 2024 10:55 AM
- Posted Re: Form 8606 on Retirement tax questions. February 4, 2023 12:22 PM
- Posted Re: form 8606 has numbers i have no idea where they came from and don't seem to include the QCD on Retirement tax questions. March 30, 2022 2:27 PM
- Posted Re: form 8606 has numbers i have no idea where they came from and don't seem to include the QCD on Retirement tax questions. March 30, 2022 2:17 PM
- Cheered Re: form 8606 has numbers i have no idea where they came from and don't seem to include the QCD for ThomasM125. March 30, 2022 2:10 PM
- Posted Re: form 8606 has numbers i have no idea where they came from and don't seem to include the QCD on Retirement tax questions. March 30, 2022 1:25 PM
- Posted Re: form 8606 has numbers i have no idea where they came from and don't seem to include the QCD on Retirement tax questions. March 30, 2022 1:08 PM
- Posted form 8606 has numbers i have no idea where they came from and don't seem to include the QCD on Retirement tax questions. March 30, 2022 10:17 AM
- Posted Re: Form 8606 on Retirement tax questions. March 28, 2022 1:59 PM
- Cheered Re: Form 8606 for R-GK. March 28, 2022 1:55 PM