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robi7
Returning Member
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  • Re: 1099R with gross distribution from 403-B over $20K

    the only question I have been asking twice is how do you enter the Excess over the $20K in Turbo Tax. There is nothing in TurboTax that allows me to enter the ...
    robi7
    1
    Updated Mar 12, 2025

  • Re: RMD

    Your No. 5. Answer questions about excess and indicate amt over $20,000There is no entry in TurboTax about EXCESS or AMOUNT OVER $20,000
    robi7
    Updated Mar 01, 2025

  • Re: RMD

    re: your No. 5 answer. :there are no questions about EXCESS or anything about OVER $20,000
    robi7
    1
    Updated Mar 01, 2025

  • Re: RMD Annuity

    this is not a rollover.Co. A was acquired by Co. BI checked with Co. B , and they said this is an RMD.
    robi7
    Updated Feb 28, 2025

  • Re: RMD Annuity

    Input form is 1099-R
    robi7
    2
    Updated Feb 28, 2025
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