Activity Feed for Radtree
- Posted If I make a nondeductible contribution to a trad IRA of $5,500 in 2017 and then convert it to a backdoor Roth IRA, what is the basis of the trad IRA? $5,500 or Zero? on Retirement tax questions. June 4, 2019 8:19 PM
- Posted jbpatel63 - THANK YOU! THANK YOU! THANK YOU! on Investors & landlords. June 3, 2019 4:58 PM
- Posted Where do we enter the portion of mutual fund income that is from U.S. government bonds, etc., to get the tax exemption? on Get your taxes done using TurboTax. April 7, 2019 10:20 PM
- Posted How do I import documents into TurboTax from Vanguard for a UTMA account? on Get your taxes done using TurboTax. April 6, 2019 11:40 PM
Radtree
Level 4
Member profile
June 3, 2019
4:58 PM
jbpatel63 - THANK YOU! THANK YOU! THANK YOU!
... View more
April 7, 2019
10:20 PM
Vanguard sent me a flyer "U.S. government obligations information" that contains the percentages of income from certain mutual funds that are from federal bonds, etc. For example, their Federal Money Market Fund and their Prime Money Market Funds have income from federal bonds. The flyer states that this income is usually EXEMPT from taxation in most states. Yeah! That is great news! However, where do I enter this into Turbotax (desktop DVD version)? If it matters, I'm in California.
... View more
Topics:
April 6, 2019
11:40 PM
I have a UTMA holding for a minor in my Vanguard account. The only login for this is my Vanguard account login. But when I try to import them using TurboTax (DVD version) the documents for the UTMA account don't even show up in the list of "Documents Now Ready for Import". Is there anyway around this? Thanks!
... View more
Topics:
Membership stats
4
Posts
0
Solutions
0
Cheers Given
0
Cheers Received
Member Since
4/6/2019