sandy4042
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@dmertzThanks for your reply!Yes, we are talking about 2025 RMDs. I think we don't want to roll the dice in this situation given the possible consequences.The F...
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They're one and the same in this instance, Fidelity held the 403(B) and also the rollover IRA. They erroneously allowed the rollover without the RMD being taken...
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I'm the OP of the question. I've since installed Premier version of Turbo Tax and gotten through the retirement income portion. I may be in a different position...
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I've always rounded up when entering amounts. But this year I noticed that TurboTax allowed cents on the W2 entry (or maybe I just didn't notice before). I've n...
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Ah, thanks, that makes sense. It seems this first year of RMD one has the opportunity to calibrate the RMD income between the two years. Does Turbotax get more ...
Activity Feed for sandy4042
- Cheered Re: Can an aggregate RMD be done for two 403(B)s? for dmertz. July 1, 2025 9:21 PM
- Posted Re: Can an aggregate RMD be done for two 403(B)s? on Retirement tax questions. July 1, 2025 11:02 AM
- Cheered Re: First RMD for both IRA and Self-employed 401K; Can one be in December and the other deferred ... for ThomasM125. June 30, 2025 9:29 PM
- Posted Re: Can an aggregate RMD be done for two 403(B)s? on Retirement tax questions. June 30, 2025 9:23 PM
- Posted Can an aggregate RMD be done for two 403(B)s? on Retirement tax questions. June 30, 2025 8:04 PM
- Posted Re: First RMD for both IRA and Self-employed 401K; Can one be in December and the other deferred to April? on Get your taxes done using TurboTax. March 24, 2025 5:37 PM
- Posted Re: Should I round my amounts to the nearest whole number or can I include decimal points? on Deductions & credits. March 9, 2025 9:32 PM
- Posted Is What-if included in the Deluxe or Premier version of Turbo Tax on Get your taxes done using TurboTax. February 19, 2025 11:31 AM
- Cheered Re: First RMD for both IRA and Self-employed 401K; Can one be in December and the other deferred to April? for dmertz. December 4, 2024 4:07 AM
- Posted Re: First RMD for both IRA and Self-employed 401K; Can one be in December and the other deferred to April? on Get your taxes done using TurboTax. December 3, 2024 3:56 PM
- Posted Re: DEMAND TURBOTAX NOT TO DISCONTINUE CD FOR 2024 TAX YEAR on Get your taxes done using TurboTax. December 3, 2024 3:49 PM
- Posted First RMD for both IRA and Self-employed 401K; Can one be in December and the other deferred to April? on Get your taxes done using TurboTax. December 3, 2024 12:29 PM
- Posted Re: Will an Inherited IRA (with no basis) impact my Form 8606 for my own IRAs? on Retirement tax questions. October 8, 2023 5:53 PM
- Posted Re: Will an Inherited IRA (with no basis) impact my Form 8606 for my own IRAs? on Retirement tax questions. October 8, 2023 5:37 PM
- Posted Re: Will an Inherited IRA (with no basis) impact my Form 8606 for my own IRAs? on Retirement tax questions. October 8, 2023 4:09 PM
- Posted Re: Will an Inherited IRA (with no basis) impact my Form 8606 for my own IRAs? on Retirement tax questions. October 8, 2023 3:33 PM
- Posted Re: Will an Inherited IRA (with no basis) impact my Form 8606 for my own IRAs? on Retirement tax questions. October 8, 2023 1:38 PM
- Got Cheered for Re: Will an Inherited IRA (with no basis) impact my Form 8606 for my own IRAs?. September 25, 2023 4:44 PM
- Posted Re: Estimated Taxes in the following year after an IRA to Roth conversion on Get your taxes done using TurboTax. March 6, 2023 5:01 PM
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