SirHarveyPuca
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Lack of timely responses to my query and reading of additional various IRS website documents have led me to believe that my specific circumstances are fortuitou...
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You state:"The 1099-R from my former employer says that all the dividends from the Roth 401K were taxable." If the "dividends" you refer to are the amount of 40...
Activity Feed for SirHarveyPuca
- Posted Re: How to get TurboTax Deluxe to recognize (taxable part of) early distribution of in-plan Roth rollover $ embedded in 1099-R that includes designated Roth qualified distribution? on Retirement tax questions. March 4, 2024 4:12 PM
- Posted Re: Dividends on 401K to Roth 401K rollover conversion on Retirement tax questions. February 24, 2024 10:43 AM
- Posted How to get TurboTax Deluxe to recognize (taxable part of) early distribution of in-plan Roth rollover $ embedded in 1099-R that includes designated Roth qualified distribution? on Retirement tax questions. February 24, 2024 8:02 AM