collegeparent
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Mystery solved! Tonight we went over everything once again. He remembered he had a copy of the blank rollover form from his new 401K. He was able to show me exa...
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OK, so this was a total screw up but now it is done. Luckily taxes are not filed yet. Is there a way to correct this screw up?
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I received another answer that this type of rollover is not allowed?!
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Aha! Such a simple solution! Thanks so much! Now I can increase my American Opportunity Credit from the 774 I was getting to 2500 by doing the same thing on my ...
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Dealing with a similar situation. How do I get TT to allow me to report part of my dependent daughter's scholarship as taxable??
Activity Feed for collegeparent
- Posted Re: distribution from traditional 401k with one employer, direct rollover of distribution to roth... on Get your taxes done using TurboTax. March 30, 2025 8:31 PM
- Posted Re: distribution from traditional 401k with one employer, direct rollover of distribution to roth... on Get your taxes done using TurboTax. March 30, 2025 10:49 AM
- Posted Messed up!! Did rollover of traditional 401K to new employer's Roth 401K. Now what? on Get your taxes done using TurboTax. March 30, 2025 9:45 AM
- Posted Re: distribution from traditional 401k with one employer, direct rollover of distribution to roth... on Get your taxes done using TurboTax. March 30, 2025 8:18 AM
- Posted distribution from traditional 401k with one employer, direct rollover of distribution to roth 401K at new employer on Get your taxes done using TurboTax. March 29, 2025 7:52 PM
- Posted Re: American Opportunity Tax Credit AOTC and 529 on Deductions & credits. April 12, 2022 6:00 AM
- Posted Re: American Opportunity Tax Credit AOTC and 529 on Deductions & credits. April 11, 2022 9:42 PM
- Posted Re: What am I doing wrong in trying to claim the American Opportunity Credit? on Deductions & credits. April 11, 2022 8:05 PM
- Posted What am I doing wrong in trying to claim the American Opportunity Credit? on Deductions & credits. April 11, 2022 6:30 PM