dmertz
Level 15
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TurboTax calculates this MAGI correctly. For your own calculation, make sure that you are using the correct modification to AGI for this purpose:https://www.irs...
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By aggregation, you effectively transferred the RMD requirement for IRA A from IRA A to IRA C. Simply say that the RMD required for IRA C was $12,000 and that t...
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No, your SEP contributions are not "additional contributions." "Additional contributions" are not permitted to be made to a SEP-IRA.The page that you are asking...
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This year many people have been incorrectly answering the question that asks if they are an US citizen living outside of the US, resulting in their tax return u...
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This thread was asking in regard to Roth conversions. Transfers of employer plans have nothing to do with Roth conversions.Transfers of employer plans require c...
Activity Feed for dmertz
- Posted Re: What can I do if Turbotax calculated my Modified adjusted income incorrectly, making me ineligible for IRA deductions? on Retirement tax questions. yesterday
- Posted Re: I indicated that I need a substitute 1099-R form on Retirement tax questions. yesterday
- Cheered Re: Inheritance tax on joint accounts for NCperson. yesterday
- Posted Re: do contributions to a SEP IRA count as additional contributions? on Deductions & credits. yesterday
- Posted Re: incorrect value for line 1040 6b on Retirement tax questions. yesterday
- Posted Re: Why must RMD be completed before doing ROTH conversion on Retirement tax questions. yesterday
- Posted Re: 1099 R on Retirement tax questions. yesterday
- Got Cheered for Re: Why must RMD be completed before doing ROTH conversion. yesterday
- Posted Re: I indicated that I need a substitute 1099-R form on Retirement tax questions. yesterday
- Posted Re: I received a 1099-R for a life insurance death benefit payout. TurboTax used full distribution (box 1) versus taxable amount (2a) on Retirement tax questions. yesterday
- Posted Re: 1099-R box 2B error on Get your taxes done using TurboTax. yesterday
- Posted Re: the system is telling me that my IRA to HSA contribution is not allowed and I have to withdraw it but that is not true. The law allows this. Is this a software issue? on Retirement tax questions. Thursday
- Posted Re: Why must RMD be completed before doing ROTH conversion on Retirement tax questions. Thursday
- Posted Re: All-in pre-tax to my company's 401k-Roth Contributions, do I lose my $7500 Catchup Contributions? on Retirement tax questions. Thursday
- Got Cheered for Re: RMD from an inherited Roth IRA. Original owner opened it over 5 years before death (born 1950). TurboTax is treating this RMD as taxable—how do I fix this?. Thursday
- Got Cheered for Re: How to enter SEP-IRA and IRA contributions?. Thursday
- Posted Re: Terminating your employment at the end of 2017 does not n... on Retirement tax questions. Thursday
- Posted Re: RMD from an inherited Roth IRA. Original owner opened it over 5 years before death (born 1950). TurboTax is treating this RMD as taxable—how do I fix this? on Retirement tax questions. Thursday
- Posted Re: How to enter SEP-IRA and IRA contributions? on Retirement tax questions. Thursday
- Posted Re: Backdoor Roth Conversion Problems with nonzero Traditional IRA on Retirement tax questions. Thursday