footballjoe34
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Thank you! I created a substitute Form 1099-R to show the corrected taxable income. After all that, now TurboTax is saying my "Roth Contribution Was Too High" a...
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So I don't need to ask for a corrected 1099-R from Charles Scwab / complete a substitute Form 4852?
Activity Feed for footballjoe34
- Posted Re: I made error when I converted 401k to IRA. I meant to convert it to traditional IRA but instead converted to Roth IRA. The conversion occurred in November 22'. Any solution? on Retirement tax questions. April 2, 2023 2:34 PM
- Posted Re: I made error when I converted 401k to IRA. I meant to convert it to traditional IRA but instead converted to Roth IRA. The conversion occurred in November 22'. Any solution? on Retirement tax questions. March 28, 2023 6:37 PM
- Posted I made error when I converted 401k to IRA. I meant to convert it to traditional IRA but instead converted to Roth IRA. The conversion occurred in November 22'. Any solution? on Retirement tax questions. March 26, 2023 9:58 AM