dmertz
Level 15
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Two years of participation means at least two years have elapsed since the day that the first deposit into the SIMPLE IRA was made. From what you have said, it'...
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As I understand it, you do not qualify for any of the plan startup credits because you do not meet the definition of an eligible employer. To be an eligible emp...
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This indicates that the payer lost track of your investment in the contract. TurboTax used to properly ask if under these circumstances the amount in box 2a rep...
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Box 2b of this Form 1099-R isrequired to have box 2b equal to box 1. It becomes a QCD based on how you report this on your tax return.After entering the Form 10...
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Just to be clear, when your mother gifted you half of the house, your mother also gifted you half of her basis in the house and that became your basis in that h...
Activity Feed for dmertz
- Posted Re: Mandatory Minimum Distribution 1099R on Retirement tax questions. 3 hours ago
- Got Cheered for Re: Solo 401k - how to I claim the $500 tax credit?. yesterday
- Posted Re: Solo 401k - how to I claim the $500 tax credit? on Deductions & credits. yesterday
- Posted Re: Life insurance surrender on Retirement tax questions. yesterday
- Posted Re: If entire 1099-R distribution is designated as QCD, why is zero not allowed on line 2b? on Retirement tax questions. yesterday
- Posted Re: Joint ownership of home that was sold. on Deductions & credits. yesterday
- Posted Re: Excess Roth Contributions. Recharacterization? on Retirement tax questions. yesterday
- Got Cheered for Re: IRA MAGI for 2025 Question. yesterday
- Posted Re: TurboTax won't let me change the taxable amount of an IRA's RMD on Get your taxes done using TurboTax. yesterday
- Posted Re: Inherited IRA, RMD and Excess to Roth? on Retirement tax questions. yesterday
- Got Cheered for Re: Why is there no amount on 1040-SR, line 4a or 4b "IRA Distributions", even though I laboriously entered amounts in Turbo Tax from 1099-R?. yesterday
- Posted Re: Acceptable Format for Inherited Traditional IRA 1099-R Recipient Name? on Get your taxes done using TurboTax. Thursday
- Posted Re: IRA MAGI for 2025 Question on Deductions & credits. Thursday
- Posted Re: IRD Calculation on Deductions & credits. Thursday
- Posted Re: 1099 R in 2016 with a balance in box 2A and box 7G on Retirement tax questions. Thursday
- Got Cheered for Re: Retired Teacher; turned 60 in 2025. I expected TWO 1099-R's: 1 for before 59.5 w/2 in Box 7 & another for post 59.5 w/7 in Box 7. However, I got only one w/7 in box 7.. Thursday
- Posted Re: Retired Teacher; turned 60 in 2025. I expected TWO 1099-R's: 1 for before 59.5 w/2 in Box 7 & another for post 59.5 w/7 in Box 7. However, I got only one w/7 in box 7. on Retirement tax questions. Thursday
- Posted Re: Why is there no amount on 1040-SR, line 4a or 4b "IRA Distributions", even though I laboriously entered amounts in Turbo Tax from 1099-R? on Retirement tax questions. Thursday
- Posted Re: If my employer does not send me a W2 do I still include my wages in my tax return? on Get your taxes done using TurboTax. Thursday
- Posted Re: ihave a roth403k,which allow $23000 contribution,roth401k only allow $7000, turbo tax is not update on 403k,ineed help? on Retirement tax questions. Thursday