dmertz
Level 15
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The self-employed health insurance payments must be entered under Other business expenses under your business. Only the amount, if any, of insurance premiums pa...
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If you are an employee who receives a W-2, your employer reduces the amount of wages in box 1 by the amount of your traditional SIMPLE elective deferrals. It do...
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Payments from a disability pension received before the normal retirement age of the plan are required to be reported on line 1h instead of on line 5b because th...
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As noted above, your Roth conversion will be a 2026 transaction reportable on your 2026 tax return, not on your 2025 tax return. Line 14 of your 2025 Form 8606 ...
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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...
Activity Feed for dmertz
- Posted Re: Why are my medical expenses not being deducted. I entered them and stated to use the standard deduction. on Deductions & credits. an hour ago
- Posted Re: Is an employee salary reduction contributions under a section 408 simple plan reduce your income? on Retirement tax questions. an hour ago
- Got Cheered for Re: Recharacterization and Backdoor Roth Conversion Reporting Question. 3 hours ago
- Got Cheered for Re: All-in pre-tax to my company's 401k-Roth Contributions, do I lose my $7500 Catchup Contributions?. 4 hours ago
- Got Cheered for Re: Recharacterization and Backdoor Roth Conversion Reporting Question. 5 hours ago
- Posted Re: I entered info from1099-R {my retirement pension}. Why is showing up on Form 1040-SR on line 1h., other income instead of on line 5a., pensions and annuities? on Retirement tax questions. 5 hours ago
- Posted Re: Recharacterization and Backdoor Roth Conversion Reporting Question on Retirement tax questions. 5 hours ago
- 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