VinnieT49
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Thank you both for the clarification. It sure helps my confidence that I'm doing this correctly. Sorry for all of the questions but this is the first time I've ...
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@butimnotachefwrote:For the excessive contribution removal before tax filing, under what case should we be filing a form 4852? turbotax mentions if you haven't ...
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I will go back into the return income section and add the "substitute" designation to the 1099-R entry.Thanks DaveF1006!
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I have a couple of other questions/clarifications after going through the balance of the tax prep using the instructions provided in this thread. Seemed to work...
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I’d like to back up and ask further about actual entries that need to be made into the tax program. My case might be a little unusual where both mine and my wif...
Activity Feed for VinnieT49
- Posted Re: 2023 Excess Roth IRA Contribution on Retirement tax questions. March 2, 2024 9:35 AM
- Posted Re: 2023 Excess Roth IRA Contribution on Retirement tax questions. March 1, 2024 5:25 PM
- Posted Re: 2023 Excess Roth IRA Contribution on Retirement tax questions. March 1, 2024 2:16 PM
- Posted Re: 2023 Excess Roth IRA Contribution on Retirement tax questions. March 1, 2024 9:39 AM
- Cheered Re: 2023 Excess Roth IRA Contribution for DanaB27. February 27, 2024 6:37 AM
- Posted Re: 2023 Excess Roth IRA Contribution on Retirement tax questions. February 26, 2024 12:37 PM