momo20
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Yes. Not sure if it's related, but we had an inherited IRA account that we sold in 2024. Could it be because of this?
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Hi, I'm stuck at Total withheld/pmts section as well. Need help for finding the info from 2023 OR tax return.
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Thank you for the comment. TurboTax is asking for the values of traditional IRA, SEP, and SIMPLE IRA accounts."Enter any outstanding 2024 rollovers and recharac...
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Thank you @DanaB27 , appreciate your help.
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Hi@DanaB27 , thank you so much for your help. I have a couple of follow-up questions.1- "Who gave you a 1099-R?", should this be the "Financial institution" if ...
Activity Feed for momo20
- Posted Re: Form 5498 won't be ready before tax deadline on Retirement tax questions. a month ago
- Posted Re: Total withheld payments on Get your taxes done using TurboTax. a month ago
- Posted Re: Form 5498 won't be ready before tax deadline on Retirement tax questions. a month ago
- Posted Form 5498 won't be ready before tax deadline on Retirement tax questions. a month ago
- Posted Re: Not eligible for roth contribution after marriage on Retirement tax questions. April 9, 2024 3:45 PM
- Cheered Re: Not eligible for roth contribution after marriage for DanaB27. April 9, 2024 3:44 PM
- Cheered Re: Not eligible for roth contribution after marriage for DanaB27. April 9, 2024 3:43 PM
- Posted Re: Not eligible for roth contribution after marriage on Retirement tax questions. April 8, 2024 4:55 PM
- Posted Not eligible for roth contribution after marriage on Retirement tax questions. April 4, 2024 7:41 PM