RothExcessPast
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Just looking for help with my roth and trying to provide some for whatever I can
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Thank you. I entered all that info and TT was able to recognize I had an overage and filled in the blank for me on how much of an overage I had. It asked how mu...
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Ok, got it. Basically the left over earnings on the interest is taxed, usually paid out at the end of the month. I know that you earn a few dollars in the few d...
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@dmertzwrote:She can do the conversion, but it will be largely taxable with a substantial portion of her basis in nondeductible traditional IRA contributions re...
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This is why I wish the instructions were more clear.If really doesn't give a good time frame as to when to file unless it is for current year. All it says for p...
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@Opus 17Good point. Multiple envelopes it is. Gave me a good laugh so thanks for that.On a side note. Since I will still have 2100 left in my roth for 2022 as e...
Activity Feed for RothExcessPast
- Cheered Re: Form 5329 without a 1099-R in online version for dmertz. February 22, 2024 1:59 PM
- Cheered Re: Form 5329 without a 1099-R in online version for dmertz. February 22, 2024 1:59 PM
- Posted Re: Form 5329 without a 1099-R in online version on Get your taxes done using TurboTax. February 22, 2024 8:45 AM
- Posted Form 5329 without a 1099-R in online version on Get your taxes done using TurboTax. February 21, 2024 1:49 PM
- Cheered Re: Wifes Simple IRA and Trad to Roth IRA conversion for dmertz. December 27, 2023 2:01 PM
- Cheered Re: Wifes Simple IRA and Trad to Roth IRA conversion for dmertz. December 27, 2023 2:01 PM
- Posted Re: Wifes Simple IRA and Trad to Roth IRA conversion on Retirement tax questions. December 27, 2023 1:53 PM
- Posted Re: Wifes Simple IRA and Trad to Roth IRA conversion on Retirement tax questions. December 27, 2023 1:36 PM
- Posted Wifes Simple IRA and Trad to Roth IRA conversion on Retirement tax questions. December 27, 2023 12:24 PM
- Cheered Re: Absorb excess Roth IRA through Traditional? 457b lower MAGI? for dmertz. August 21, 2023 4:26 PM
- Posted Absorb excess Roth IRA through Traditional? 457b lower MAGI? on Retirement tax questions. August 16, 2023 5:50 PM
- Posted Re: Filing past 5329 after tax season? on Retirement tax questions. May 3, 2023 6:24 AM
- Posted Filing past 5329 after tax season? on Retirement tax questions. May 3, 2023 6:05 AM
- Cheered Re: Fixing excess RothIRA Contribution for several years for Opus 17. March 14, 2023 3:16 PM
- Posted Re: Fixing excess RothIRA Contribution for several years on Retirement tax questions. March 8, 2023 5:25 PM
- Cheered Re: Fixing excess RothIRA Contribution for several years for Opus 17. March 8, 2023 3:24 PM
- Posted Re: Fixing excess RothIRA Contribution for several years on Retirement tax questions. March 8, 2023 10:14 AM
- Cheered Re: Fixing excess RothIRA Contribution for several years for Opus 17. March 8, 2023 10:14 AM
- Posted Re: Fixing excess RothIRA Contribution for several years on Retirement tax questions. March 8, 2023 10:13 AM
- Cheered Re: Fixing excess RothIRA Contribution for several years for Opus 17. March 8, 2023 10:06 AM