LilyCat
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The first 1099 from my company that paid out my pension does show a taxable amount the same amount as my brokerage account 1099 is showing as taxable. I had tol...
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I just saw@dkoskamp's response. Thank you! What you said makes sense. Can one of the TurboTax experts @RalphH1confirm?
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The question that showed up were asking if I rolled this money over to a Roth IRA. This money is the money on the 1099-R that I received from the company that p...
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The pension money was paid out to me. Listing the two 1099-Rs results in my income in row 9 of my 1040 being more than the money I received for the year. It’s m...
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I am in a very similar situation to the last, most recent person who replied to this thread. I have a pension from my last company that was put in a traditional...
Activity Feed for LilyCat
- Posted Re: I did a rollover from my pension to a Roth IRA but forgot to take taxes out on Get your taxes done using TurboTax. March 4, 2023 9:04 AM
- Posted Re: I did a rollover from my pension to a Roth IRA but forgot to take taxes out on Get your taxes done using TurboTax. March 1, 2023 3:53 PM
- Cheered Re: I did a rollover from my pension to a Roth IRA but forgot to take taxes out for dkoskamp. March 1, 2023 3:53 PM
- Posted Re: I did a rollover from my pension to a Roth IRA but forgot to take taxes out on Get your taxes done using TurboTax. March 1, 2023 3:45 PM
- Posted Re: I did a rollover from my pension to a Roth IRA but forgot to take taxes out on Get your taxes done using TurboTax. February 20, 2023 10:56 PM
- Posted Re: I did a rollover from my pension to a Roth IRA but forgot to take taxes out on Get your taxes done using TurboTax. February 18, 2023 10:47 PM