About geov

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Re: purchase old state return

I have the 2023 Deluxe Fed software so I can just buy the 2023 state (California) ???You agree that I don't need to amend Federal return?You agree that Treasury...

geov

Updated Mar 18, 2025
Solved Re: Excess Roth IRA contribution

Never mind. I thing I resolved the issue. It's clearing the federal review now.

geov

Updated Mar 04, 2025
Solved Re: Excess Roth IRA contribution

Hi DanaB27I think I've gotten everything done with the 2022 and 2023 amended tax forms but on working on the 2024 filing I've entered the 1099-R for the Roth di...

geov

1

Updated Mar 04, 2025
Solved Re: Excess Roth IRA contribution

Thank you so much DanaB27. You were SO helpful !!Just to recap to make sure I have it straight:Amend 2022 tax form (1040-X) with the Roth contribution for that ...

geov

3

Updated Mar 04, 2025
Solved Re: Excess Roth IRA contribution

Correct, I had no way around recharacterizing the contribution !!So I don't need to do anything with my 2024 filing? Just amendment the 2022 and 2023 flings?But...

geov

5

Updated Mar 04, 2025

Activity Feed for geov

Posted Re: purchase old state return on State tax filing. ‎March 18, 2025 10:10 AM
Posted purchase old state return on State tax filing. ‎March 18, 2025 9:58 AM
Posted Re: Excess Roth IRA contribution on Retirement tax questions. ‎March 4, 2025 11:24 AM
Posted Re: Excess Roth IRA contribution on Retirement tax questions. ‎March 4, 2025 10:40 AM
Cheered Re: Excess Roth IRA contribution for DanaB27. ‎March 2, 2025 11:15 AM
Posted Re: Excess Roth IRA contribution on Retirement tax questions. ‎March 2, 2025 8:25 AM
Posted Re: Excess Roth IRA contribution on Retirement tax questions. ‎March 1, 2025 9:42 AM
Posted Excess Roth IRA contribution on Retirement tax questions. ‎March 1, 2025 9:01 AM

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Date Registered	‎March 1, 2025 8:50 AM
Date Last Visited	‎March 21, 2025 11:07 AM
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