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I used tax act (for years) I filed return and on lin 12a
Hi Robert I used tax act (for years) I filed return and on lin 12a pensions and annuities there was a number 824,869 and it should have been 0. I don't know what to do, I didn't notice it. … read more
Robin D.
Robin D.
Vocational, Technical or Trade School
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Can you answer tax questions? I have the turbo tax deluxe
I have the turbo tax deluxe version and I am currently on my state taxes. I am from the state of Minnesota. Turbo tax is not giving me the marriage credit on my state tax return and I want to know why? We file a joint return and both my wife and I have earned income, so it seems as though I should get the marriage credit. … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
9,915 satisfied customers
I am using turbo tax. I have 2 1099Rs. One shows the amount
I am using turbo tax. I have 2 1099R's. One shows the amount for a full rollover into another account with no tax penalties. The other shows an amount that we cashed out with the new account. When I i… read more
jgordosea
jgordosea
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i withdrew $5000 from my ira in 2011 because i became unemployed. i
i withdrew $5000 from my ira in 2011 because i became unemployed. i met the four conditions you mentioned in your help screen. how do i get to form 5328 and let the irs know that, so that i will not h… read more
Robin D.
Robin D.
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ENTERED INFORMATION FOR FORM 1099R IN BOX 1 FOR GROSS DISTRIBUTION
ENTERED INFORMATION FOR FORM 1099R IN BOX 1 FOR GROSS DISTRIBUTION AND IN BOX 2 FOR TAXABLE AMOUNT BUT TURBO IS SHOWING GROSS AMOUNT AS TAXABLE. HOW DO I CORRECT THIS?… read more
R. Klein, EA
R. Klein, EA
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Master's Degree
3,228 satisfied customers
In 2010 tax return I listed a transfer of distributions from
In 2010 tax return I listed a transfer of distributions from Fidelity investments of 47, 676.22 to Valic which are both tax deferred accounts. On my Turbo tax it listed them as transfer to a Roth IRA … read more
gregmey
gregmey
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Bachelor's Degree
107 satisfied customers
I am using Turbo Tax to figure 2011 taxes. I converted an
I am using Turbo Tax to figure 2011 taxes. I converted an IRA to a Roth in 2010 and chose to split payment of tax in 2011 and 2012. Then I withdrew a portion in 2010, so I have an early withdrawal pen… read more
ShawnA
ShawnA
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I received a 1099-R that shows the following information: Box
I received a 1099-R that shows the following information: Box 1 851.01,box 2b taxable amount not determined x, total distribution x, and Box 7 T. I purchased a $2,000 Roth IRA in 2001, due to market d… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,228 satisfied customers
I closed out a Roth Ira, because it was losing money, How
I closed out a Roth Ira, because it was losing money, How do I show it on my 2011 turbotax form?… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,228 satisfied customers
I have stock with GE and it was in a holding fund with Fidelity.
I have stock with GE and it was in a holding fund with Fidelity. Thought I was going to let Fidelity handle my account, but decided to let it stay in a holding spot. I received a 1099-R form with X am… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
I entered my 1099R with distribution code of 7. However the
I entered my 1099R with distribution code of 7. However the system keeps changing it to A. As a result it has developed that I did not take my minimum required distribution. It prepared a form 5329 an… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
3,228 satisfied customers
A Turbotax Question. How / where do you load the information
A Turbotax Question. How / where do you load the information into Turbotax when you are converting all IRA retirement funds to a Roth. When I follow the prompts it leads to from Roth to IRA but not th… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
Im using turboTax basic. In the 1099-R section of TT we entered
I'm using turboTax basic. In the 1099-R section of TT we entered $46k (approx# XXXXX my wife's transfer to a Roth. In mine, we entered $18k for an RMD and $26k #approx# XXXXX my transfer to Roth for a… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
on April 4,2010 my husband withdrew funds, from his contract,
on April 4,2010 my husband withdrew funds, from his contract, with Thrivent Financial for Lutherans, and received $11,403.00. We received a letter dated that day that stated his taxable income reporta… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
This is our first time using tb tax software, we do not receive
This is our first time using tb tax software, we do not receive wages because we're both retired w/ Federal Govt pensions - - -Question - On the 1040A we've always placed our pensions total amount on … read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
I am trying to use Turbo Tax Deluxe to include a Rollover IRA
I am trying to use Turbo Tax Deluxe to include a Rollover IRA to a Roth IRA But it will not allow me to split the distribution for 2010 over 2011 and 2012 as the tax law allows. Is this going to be fi… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 satisfied customers
i reported two 1099r distributions, one was a direct distribution
i reported two 1099r distributions, one was a direct distribution to me that i paid 20% federal tax on the other was a traditional rollover to an ira . i entered 7 in box 7 on the first and g in box 7… read more
RD
RD
Self Employed
Master's Degree
1,129 satisfied customers
Form 1040. Item #16a, shows correct pensions and annuities
Form 1040. Item #16a, shows correct pensions and annuities correctly at 70,300. However 16b show taxable amount of 28,208. I believe 16b it is incorrect. I have use Turbotax for a number of years and … read more
Gerri A Harrison CFP EA
Gerri A Harrison CFP EA
Financial advisor/Tax preparer
Bachelor's Degree
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