dmertz
Level 15
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I think that the change in wording is meant to address the case where on December 1 one has disqualifying coverage in addition to the HDHP coverage. To use the ...
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Q1: Yes, Corrective distributions made before the due date of the returnis the correct penalty exception. The amount to enter is the amount shown in box 2a of t...
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If your S corp is a calendar-year filer and you did not request a filing extension, the deadline to file the S corp's 2025 tax return was March 16, 2026. The IR...
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Because the amount in box 2a is less than the amount in box 1, this is apparently a distribution that is not from an IRA; the IRA/SEP/SIMPLE box is not marked. ...
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As Opus 17 indicated, the necessary questions are reached by continuing forward from the page that lists the Forms 1099-R that you have entered.
Activity Feed for dmertz
- Got Cheered for Re: Can someone please help me understand the Last Month Rule for HSA?. yesterday
- Posted Re: Can someone please help me understand the Last Month Rule for HSA? on Get your taxes done using TurboTax. Tuesday
- Got Cheered for Re: need help answering TurboTax follow-up questions when entering 1099-R with box 7 JP code. 2 weeks ago
- Posted Re: need help answering TurboTax follow-up questions when entering 1099-R with box 7 JP code on Retirement tax questions. 2 weeks ago
- Got Cheered for Re: IRS says that they did not recieve my return. 3 weeks ago
- Posted Re: IRS says that they did not recieve my return on Get your taxes done using TurboTax. 4 weeks ago
- Got Cheered for Re: Should line 2a amount be used on a 1099R that has box 7 "Distribution code" marked as code 4?. 4 weeks ago
- Posted Re: Should line 2a amount be used on a 1099R that has box 7 "Distribution code" marked as code 4? on Retirement tax questions. 4 weeks ago
- Got Cheered for Re: When are Roth conversion taxes due?. 4 weeks ago
- Cheered Re: Has anyone in the community checked their effective tax rate to see if TurboTax is calculating correctly? for rjs. a month ago
- Posted Re: Unable to Get TurboTax to Treat My Early Roth IRA as Contributions Only and Not Gains on Retirement tax questions. a month ago
- Posted Re: 401k return of excess highly compensated employee on Get your taxes done using TurboTax. April 24, 2026 2:54 PM
- Got Cheered for Re: 401k return of excess highly compensated employee. April 23, 2026 9:49 AM
- Posted Re: 401k return of excess highly compensated employee on Get your taxes done using TurboTax. April 23, 2026 9:34 AM
- Got Cheered for Re: funded incorrect IRA. April 22, 2026 8:48 PM
- Got Cheered for Re: HSA Excess contribution withdrawal after tax due date. April 22, 2026 8:46 PM
- Posted Re: HSA Excess contribution withdrawal after tax due date on Get your taxes done using TurboTax. April 22, 2026 6:38 PM
- Posted Re: the IRS changed my AGI on Get your taxes done using TurboTax. April 22, 2026 6:29 PM
- Posted Re: funded incorrect IRA on Get your taxes done using TurboTax. April 22, 2026 6:18 PM
- Posted Re: No. A qualified charitable distribution (QCD) can only be... on Deductions & credits. April 21, 2026 11:48 AM