dmertz
Level 15
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As baldie tax said, it's too late to contributed to your traditional IRA for 2025. If you filed your 2025 tax return claiming a deduction for an IRA contributio...
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The IRS requires that all filers of 1099 forms have an EIN and requires the EIN to be shown on the form. Look again at the form. An EIN is a 9-digit number of t...
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QCDs form a Roth IRA are very unusual and are not permitted at all if the distribution from the Roth IRA is a qualified distribution. QCDs can only be made to t...
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TurboTax correctly calculates Additional Medicare Tax on Form 8959 based on your entries of Forms W-2 and self-employment income, then includes the result on Sc...
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"the "taxable amount" in box 2a should be listed as "taxable" on line 5b on the 1040!"If your 401(k) had basis in after-tax contributions and direct rollovers p...
Activity Feed for dmertz
- Posted Re: can i still contribute to my traditional IRA for 2025, i filed as i was doing it and failed to do so on time? on Retirement tax questions. an hour ago
- Posted Re: 1099-SA Federal Tax ID on Deductions & credits. Friday
- Posted Re: Can I enter a 1099R correction for a QCD coded in box 7 as T but should be Y? on Retirement tax questions. Thursday
- Posted Re: Help, turbotax does not seem to be correctly calculating my medicare tax amount and I will pay $2,100 more in taxes on Retirement tax questions. Thursday
- Posted Re: Bug in 1099-R processing on Retirement tax questions. Thursday
- Posted Re: turbo tax is not separating my wifes and my retirement resulting in an error on Retirement tax questions. Wednesday
- Posted Re: Receiving an error message on 1099-R code, how do I correct? on Retirement tax questions. Wednesday
- Got Cheered for Re: Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7) – 1040 line 4a blank & no 8606. No “what did you do” conversion Qs; B4 blank/locked. How to fix?. Wednesday
- Posted Re: Code B was used in Box 7 on my Form 1099-R. My distribution is based on a Roth account. Why does TurboTax says it is invalid when entered. on Retirement tax questions. Wednesday
- Posted Re: Use Premier Desktop - not ID Roth IRA conversion (1099-R Code 7) – 1040 line 4a blank & no 8606. No “what did you do” conversion Qs; B4 blank/locked. How to fix? on Retirement tax questions. Wednesday
- Posted Re: Fidelity 401k After-Tax Rollover/Sweep to Roth 401k on Retirement tax questions. Wednesday
- Posted Re: How do I report my 401K rollover of pretax funds to a traditional IRA and the after tax funds to a Roth IRA when I only received a single 1099-R from Fidelity. on Retirement tax questions. Wednesday
- Posted Re: how is my HSA contribution excess. I contributed 4300 under single plan, while my wife contributed 8550 under family plan? on Deductions & credits. Wednesday
- Posted Re: where does Turbo Tax get the number in line 6 of Form 8606? on Retirement tax questions. Wednesday
- Posted Re: How can I enter SEP contributions? I have entered 1099-NECs but when I got the Self employed retirement plans, it lists SEPs but when I say yes no SEP entry is there on Retirement tax questions. Wednesday
- Posted Re: Married filing separately. Turbo tax is reporting all me 2025 roth ira contributions as excess when they're not. Income is below limit, why is this happening? on Retirement tax questions. Wednesday
- Posted Re: For 1099-R- I’m unsure what exactly I put in that box.. box 2a is wht is written for box 1 on Retirement tax questions. Wednesday
- Posted Re: I'm getting a $96 Retirement Savings Credit. However, I then have to pay $79 for the deluxe edition. Can I skip it? on Retirement tax questions. Wednesday
- Posted Re: i withdrew early from ira last year. i had the taxes taken from the withdrawl. now it says i have to pay that same amount again in taxes. that cant be right can it? on Retirement tax questions. Wednesday
- Posted Re: How do I separate my employer and my contribution to HSA reported in W2 Box12- TT is taking the full sum as taxable for State CA on Retirement tax questions. Wednesday