tklein1668
Returning Member
Member profile
- Replies
- Posts
-
Taxable amount in 2a is zero. I did not indicate that I rolled this money over to a Roth IRA.This 401(k) was from an old employer. Maybe that is why? Either way...
-
I did not have a schedule 2 on my tax return.I was on the phone with TurboTax for about a two hours and we were able to resolve the issue. I had a Roth 401(k), ...
-
Yes. Box 11 says "1st year of desig. Roth contrib. 2018"
-
I did not qualify for any of the exceptions. The software did not produce the Form 5329. It did ask if I rolled over or converted any of this money, I marked th...
Activity Feed for tklein1668
- Posted Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal. on Retirement tax questions. 2 weeks ago
- Posted Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal. on Retirement tax questions. 2 weeks ago
- Posted Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal. on Retirement tax questions. 2 weeks ago
- Posted Re: TurboTax did not add Form 5329 for my 401(k) early withdrawal. on Retirement tax questions. 2 weeks ago
- Posted TurboTax did not add Form 5329 for my 401(k) early withdrawal. on Retirement tax questions. 2 weeks ago