dmertz
Level 15
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TurboTax accepts code B. Make sure that you answer No if TurboTax asks if the distribution was from a Roth IRA. The designated Roth account in the 401(k) is not...
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As baldietax said, as it stands, your traditional IRAs will always have some basis in nondeductible traditional IRA contributions until the balance in all of yo...
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"there is no pay the taxes and move on?"An alternative would be to pay the penalties for 2025 and each year beyond until she is eligible treat the excess part o...
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"I think they need to change the wording to Jan 1, 2027."Ah, that makes sense.
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Because your daughter is on an insurance plan that disqualifies her from having HSA contributions made on her behalf, the HSA contributions made by her employer...
Activity Feed for dmertz
- Posted Re: Your SW is conflicting with Bank of America (401K Plan) with regards to the Roth 401K distribution code of B. Your SW will not allow it's use. What is incorrect about it? on Retirement tax questions. yesterday
- Posted Re: Backdoor Roth Showing as Taxable on Get your taxes done using TurboTax. yesterday
- Posted Re: Handling employer HSA contributions on Get your taxes done using TurboTax. yesterday
- Posted Re: Turbo Tax calculated our ages incorrectly. on Get your taxes done using TurboTax. yesterday
- Posted Re: Handling employer HSA contributions on Get your taxes done using TurboTax. yesterday
- Posted Re: Do we need to report a transfer from a former investment entity to a new investment entity if it was a direct transfer of an IRA? on Get your taxes done using TurboTax. yesterday
- Posted Re: 1099-R box 1a error on Get your taxes done using TurboTax. yesterday
- Posted Re: Turbo Tax calculated our ages incorrectly. on Get your taxes done using TurboTax. yesterday
- Posted Re: Form 1099-R on Deductions & credits. Thursday
- Posted Re: Incorrectly Coded Roth Excess Contributions on 2024 Return and Now Effecting 2025 filing – How to fix? on Retirement tax questions. Thursday
- Got Cheered for Re: 1099s Issued to "Estate of xxxxx". Thursday
- Got Cheered for Re: 1099s Issued to "Estate of xxxxx". Thursday
- Posted Re: 1099s Issued to "Estate of xxxxx" on Retirement tax questions. Thursday
- Got Cheered for Re: How to manage excess HSA contribution in 2024 that was rolled over into 2025 contributions. Thursday
- Cheered Re: Converted Roth IRA amount not correctly reported on Form 8606 for baldietax. Thursday
- Posted Re: How to manage excess HSA contribution in 2024 that was rolled over into 2025 contributions on Get your taxes done using TurboTax. Thursday
- Got Cheered for Re: How to manage excess HSA contribution in 2024 that was rolled over into 2025 contributions. Thursday
- Posted Re: How to manage excess HSA contribution in 2024 that was rolled over into 2025 contributions on Get your taxes done using TurboTax. Thursday
- Got Cheered for Re: Return of Excess for Traditional IRA and Roth IRA. Thursday
- Posted Re: How to manage excess HSA contribution in 2024 that was rolled over into 2025 contributions on Get your taxes done using TurboTax. Thursday