Expert Alumni
Member profile
Enrolled Agent
- Replies
- Posts
-
You should be able to view your Schedule A if you are Itemizing Deductions. To preview your Form 1040 Tax Return using TurboTax Online, please select Tax Tools...
-
IRS Pub 970 page 44 "Tax-Free DistributionsGenerally, distributions are tax free if they aren’t more thanthe beneficiary’s AQEE for the year. Don’t report tax...
-
Please check Schedule 1 line 8z. The taxable income would be listed there and also flow to your 1040 line 8. To preview your Form 1040 Tax Return using TurboTa...
-
It may be that claiming the 2024 lump sum at your 2025 tax rate is more beneficial than claiming the 2024 rate on that amount. You will report your 1099-R (inc...
-
Yes, here is the link for the source. According to the IRS: RolloversAny amount distributed from a QTP isn’t taxable if it’s rolled over to: Another QTP for t...
Activity Feed for KrisD15
- Got Cheered for Re: Where to enter my Donor Advised Fund contribution on Turbo Tax?. yesterday
- Got Cheered for Re: 1099-Misc Box 3 income that is not from self-employment. yesterday
- Got Cheered for Re: How to enter your NYS Inflation Check <<< I figured it out! >>>. Sunday
- Got Cheered for Re: where do I enter nys inflation refund check on form 1040. Saturday
- Got Cheered for Re: Can you file as married filed jointly for a federal return (married all year) and file marrie.... a week ago
- Got Cheered for Re: i received a inflation reduction check from new york state in 2025.do i have to put it on my .... 2 weeks ago
- Got Cheered for Re: SSA-1099 paid to me O/A/O. 2 weeks ago
- Got Cheered for Re: Thank you for your response! What would this go under if.... 2 weeks ago
- Got Cheered for Re: How do I enter 1099-K detail?. 2 weeks ago
- Got Cheered for Re: How to enter your NYS Inflation Check <<< I figured it out! >>>. 3 weeks ago
- Got Cheered for Re: Is Oklahoma Parental Choice Tax Credit taxable at the federal level or not? Need an actual an.... 3 weeks ago
- Got Cheered for Re: Is Oklahoma Parental Choice Tax Credit taxable at the federal level or not? Need an actual an.... 3 weeks ago
- Got Cheered for Re: Depreciation recapture on primary residence after period of rental. 3 weeks ago
- Got Cheered for Re: How can I find out what "Total of all your payments and withholding" means?. 3 weeks ago
- Got Cheered for Re: Form 8863, pg 2, Part III keeps checking the box No when in the software program I have corre.... 3 weeks ago
- Got Cheered for Re: My dependent had American Opportunity credit 3 previous years, TurboTax prefilled 3 on form c.... 3 weeks ago
- Got Cheered for Re: claiming meals with clients. 3 weeks ago
- Got Cheered for Re: Believe there is a bug with schedule A, line 5a. 3 weeks ago
- Got Cheered for Re: My employer listed tips on line 1 (included in wages etc) but did not list separately on line.... 4 weeks ago
- Got Cheered for Re: 2025 online form 1099-G from NYS for the inflation refund received, unable to enter in 2025 T.... 4 weeks ago