Manuel J
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David,Thank you for the response! I spoke with the insurance company about the 1099-R I received from them but, they don't provide detailed breakdowns (i.e. cos...
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regarding the comment about, "not taking out taxes" when doing a Traditional to ROTH IRA conversion.... Taking taxes out of the Traditional IRA defeats the purp...
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and BTW... thank you for the assistance!!
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This is my first rodeo dealing with RMD withdrawals.
Activity Feed for Manuel J
- Posted TurboTax Premier 2024 software anomalies: Retirement Plans and Social Security, and importing prior year info on Retirement tax questions. March 7, 2025 8:50 AM
- Posted Re: 1099-R and Life Insurance Cash Value payout on Get your taxes done using TurboTax. March 7, 2025 8:34 AM
- Posted 1099-R and Life Insurance Cash Value payout on Get your taxes done using TurboTax. February 27, 2025 10:08 AM
- Posted Re: steps for converting traditional ira balance to roth ira 2023 on Get your taxes done using TurboTax. May 14, 2024 2:36 PM
- Posted Re: Which Form 5329 is used for a late RMD on Retirement tax questions. April 24, 2022 6:28 AM
- Posted Re: Which Form 5329 is used for a late RMD on Retirement tax questions. April 24, 2022 6:27 AM
- Posted Which Form 5329 is used for a late RMD on Retirement tax questions. April 21, 2022 1:21 PM