Bruce S
Level 2
Member profile
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- Posts
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Pretty poor customer service on TT's part since like you say this comes up every year and is obviously a common scenario on 401K rollovers. As discussed in the ...
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Sad because it would be such an easy fix to do since the backend worksheets if edited manually correctly calculate everything, as I'm sure you read in my painfu...
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Thank you to ALL who responded.I now know what I need to do.It really is a shame that as you say the developers "broke" the partial rollover to Roth IRA, especi...
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Thank you so much all of you for your responses.To reiterate my situation, since one of the helpful responses about typing the info onto the IRA Info Wks direct...
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Thank you SO MUCH for your responses.Since I am working with the desktop version of TT, I created two tax return files, one where I followed your advice and sep...
Activity Feed for Bruce S
- Cheered Re: Does a return need to be filed? for Vanessa A. February 29, 2024 12:41 PM
- Posted Does a return need to be filed? on Get your taxes done using TurboTax. February 29, 2024 12:27 PM
- Posted Non-deductible IRA contributions calculation on Retirement tax questions. February 23, 2024 11:43 AM
- Posted Re: One 1099-R for rollovers from Trad 401k to Trad IRA and Roth IRA on Get your taxes done using TurboTax. January 30, 2024 7:25 AM
- Posted Re: Do after tax contributions to a 401K when rolled over to a Roth IRA need to be reported? on Get your taxes done using TurboTax. January 30, 2024 7:21 AM
- Posted Re: Do after tax contributions to a 401K when rolled over to a Roth IRA need to be reported? on Get your taxes done using TurboTax. March 18, 2023 8:30 AM
- Posted Re: Do after tax contributions to a 401K when rolled over to a Roth IRA need to be reported? on Get your taxes done using TurboTax. March 17, 2023 1:18 PM
- Posted Re: Do after tax contributions to a 401K when rolled over to a Roth IRA need to be reported? on Get your taxes done using TurboTax. March 16, 2023 2:21 AM
- Posted Re: Do after tax contributions to a 401K when rolled over to a Roth IRA need to be reported? on Get your taxes done using TurboTax. March 15, 2023 1:07 PM
- Posted Do after tax contributions to a 401K when rolled over to a Roth IRA need to be reported? on Get your taxes done using TurboTax. March 15, 2023 6:59 AM
- Cheered Zero is not allowed. The box must be blank. (Box 9a is o... for macuser_22. February 24, 2023 11:40 AM
- Cheered Re: Inherited spousal IRA reporting? for DavidD66. February 23, 2023 12:51 PM
- Cheered Re: Inherited spousal IRA reporting? for dmertz. February 23, 2023 12:51 PM
- Posted Inherited spousal IRA reporting? on Retirement tax questions. February 22, 2023 1:19 PM
- Cheered Re: Missing 2119 form from 1979 for ThomasM125. February 21, 2023 7:37 AM
- Posted Missing 2119 form from 1979 on Get your taxes done using TurboTax. February 17, 2023 10:51 AM