Seigga84
Level 2
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dmertz I think I found the problem - I was double-counting the rollover basis from my employer's retirement plan. When TurboTax asked me to enter my IRA basis o...
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dmertzThank you for the terrific reply.You're right, it's not HSA- or QCD-related. I've got more digging to do on your point 3.Line 6 (YE2023 values) of form 86...
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DoninGA I called TurboTax and, after being on hold for only five minutes, spoke with an agent. We were both baffled about why the distributions were flowing to ...
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dmertz yes, I have the basis reported, and I have a Form 8606 in my 2023 return. I didn't contribute to an IRA in 2023. And I answered the follow-up questions, ...
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VolvoGirl, I booted up my computer this afternoon (first time to turn it on all day) and started TurboTax. TurboTax installed the latest update, but the problem...
Activity Feed for Seigga84
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 8:13 PM
- Cheered Re: 1099-R distribution mysteriously treated as nontaxable income for dmertz. March 28, 2024 7:49 PM
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 5:17 PM
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 3:27 PM
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 3:18 PM
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 2:41 PM
- Cheered Re: 1099-R distribution mysteriously treated as nontaxable income for DoninGA. March 28, 2024 2:31 PM
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 2:25 PM
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 2:09 PM
- Posted Re: 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 1:57 PM
- Posted 1099-R distribution mysteriously treated as nontaxable income on Get your taxes done using TurboTax. March 28, 2024 1:16 PM