Emy95
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Oh okay I corrected that part.I’m ready to submit but under the review page, how come I don’t see the Form 1099R? I only see Form 5329. Is that how it’s suppose...
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Here is what I did:Roth IRA Contributions: I entered $7,000 for total Roth IRA contributions for 2024. Under ‘Contributions Withdrawn Before the Due Date’ I ent...
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What do you mean by fabricate a 2025 1099R? I told TT I received a 1099R in 2024 (even though I’ll receive it next year) so I could input the information. After...
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When I try to file a substitute 1099R, it is asking me to explain how I tried to get a 1099R. I know I’ll receive it next year in 2026. But now, TT is saying I ...
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The other day I called again and spoke to a supervisor. I faxed them my tax extension, the IRS IRA rules, and a formal statement. I received a transaction confi...
Activity Feed for Emy95
- Posted Re: ROTH IRA excess contribution on Retirement tax questions. September 20, 2025 3:21 AM
- Posted Re: ROTH IRA excess contribution on Retirement tax questions. September 15, 2025 11:57 PM
- Posted Re: ROTH IRA excess contribution on Retirement tax questions. September 15, 2025 8:42 PM
- Posted Re: ROTH IRA excess contribution on Retirement tax questions. September 15, 2025 4:37 PM
- Posted Re: ROTH IRA excess contribution on Retirement tax questions. September 15, 2025 2:39 PM
- Posted Re: ROTH IRA excess contribution on Retirement tax questions. September 8, 2025 5:12 PM
- Posted ROTH IRA excess contribution on Retirement tax questions. September 8, 2025 3:00 PM