If the entire distribution went to a Roth IRA, only the original Form 1099-R needs to be entered, and entered as received. I would expect that the taxable amoun...
I would try again to escalate this with the bank because a code 5 implies that the HSA account has been terminated. Of course code 5 makes no sense since reimbu...
With respect to a solo 401(k), which I will assume was established as a calendar-year plan, being an active participant for a particular year means that additio...
There are several scenarios where TurboTax puts the user-provided taxable amount into an otherwise blank box 2a when box 2bTaxable amount not determined is mark...
A published unsupported feature of TurboTax is that TurboTax is unable to calculate the maximum permissible solo 401(k) contribution when the individual also ma...