user17704002862
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I appreciate the suggestion. I feel like I followed your suggestions exactly as you wrote them. I did go back and delete all IRA forms (1099-R, Form 8606, and a...
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Thank you for the very helpful and detailed instructions. I've been using the Online version and I'm struggling to determine how to access the forms you're refe...
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First off, you are a tax wizard. Thank you for perfect directions. Very interesting - I took a quick screen shot of the Tax Summary and when I enter the $12k it...
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Prior to the entry of the 1099-R I was receiving a Federal Refund of $344. Once the 1099-R was entered I now owe $56 (a difference of $400). If I delete the 109...
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Thank you so much for your reply. I've read a lot about this issue and I think I've done what you've asked.My 1099-R was a J code. Do I need to get that changed...
Activity Feed for user17704002862
- Posted Re: How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (no... on Retirement tax questions. a month ago
- Posted Re: How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (no... on Retirement tax questions. a month ago
- Cheered Re: How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (no... for RogerD1. a month ago
- Posted Re: How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (no... on Retirement tax questions. a month ago
- Posted Re: How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (no... on Retirement tax questions. a month ago
- Posted Re: How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (no... on Retirement tax questions. a month ago
- Posted Re: How do I show that I'm withdrawing from Roth IRA early but only withdrawing contributions (no... on Retirement tax questions. February 13, 2026 2:00 PM