fanfare
Level 15
Member profile
Retired taxpayer, forum participant. no connection with Intuit.
- Replies
- Posts
-
You have to go through Q&A step-by-step to select the exception code 19 for Form 5329.@chrisnuge13
-
Form 8606 calculates the taxable portion of your distribution/conversion, not the non-taxable portion.@ZPPM
-
combine your two 1099-Rs into one, and tell TurboTax that the distributed total is the calculated RMD.TurboTax does not refer to the tables in Pub 590B.@LosRubi...
-
Your Roth conversion is tax-free when the taxable portion of the conversion is less than 50 cents.
-
Based on what you say, TurboTax 2025 is in worse shape than TurboTax 2024 for RMD processing.Wait until Valentine's Day for more updates before e-Filing.@LosRub...
Activity Feed for fanfare
- Got Cheered for Re: Why can't I downgrade from LIVE!?. 3 hours ago
- Cheered Re: Question about Schedule 1 line 8z for Fireball_Express. Sunday
- Posted Re: I received a 1099R for a Roth IRA distribution. I withdrew the $5k for birth of a child. How do I file properly to avoid the early distribution tax? on Retirement tax questions. Sunday
- Posted Re: Rounding question on Form 8606 on Get your taxes done using TurboTax. Sunday
- Posted Re: IRA RMD Penalty seems to be incorrectly calculated in TurboTax Deluxe 2025 desktop Windows on Retirement tax questions. Sunday
- Posted Re: Rounding question on Form 8606 on Get your taxes done using TurboTax. Sunday
- Got Cheered for Re: IRA RMD Penalty seems to be incorrectly calculated in TurboTax Deluxe 2025 desktop Windows. Sunday
- Posted Re: IRA RMD Penalty seems to be incorrectly calculated in TurboTax Deluxe 2025 desktop Windows on Retirement tax questions. Sunday
- Posted Re: Why does the form not work if the income come from another state? on State tax filing. Sunday
- Posted Re: If SC won’t accept the document number on my NY drivers license and turbo tax is not doing anything to remedy the situation. My Fed and NYS tax returns are in limbo. on State tax filing. Sunday
- Posted Re: I am 68 on social security. I have a 1099C, do I need to file income tax? on Retirement tax questions. Saturday
- Posted Re: What were your Roth IRA contributions prior to 2025? on Retirement tax questions. Saturday
- Posted Re: IRA RMD Penalty seems to be incorrectly calculated in TurboTax Deluxe desktop Win [phone number removed] on Retirement tax questions. Friday
- Posted Re: RMD penalty on Retirement tax questions. Friday
- Posted Re: ROTH contribution Logic Error on Retirement tax questions. Friday
- Posted Re: 2026 tax how fill one job two 401k on Retirement tax questions. Friday
- Posted Re: Enter the total value of all of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2025. This information is sent by mail on Form 5498. on Retirement tax questions. Friday
- Posted Re: Do I need to file that I too out my frs 401 b early ? on Retirement tax questions. Wednesday
- Posted Re: Ive filed my taxes, efiled with turbotax , 01/16/2026 my refund was rejected due to my mistake on my ip pin, so I corrected that mistake. Its been pending for 4 days? Why on Get your taxes done using TurboTax. a week ago
- Posted Re: What is I paid taxes on a distribution and have my 1099r NOW? on Retirement tax questions. a week ago