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Well I am not sure if you can but I really hope that you can
Hello Pearl, Well I am not sure if you can but I really hope that you can help me. Last March I closed out a 401K and went to Northeast credit union with a check to place a portion into an IRA and the… read more
emc011075
emc011075
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I withdrew Roth IRA all monies from account from Fedilty
I withdrew Roth IRA all monies from account from Fedilty that was 4 years old. It was a transfer from a Roth from MetLife. How should this be handled while filing my taxes … read more
Robin D.
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I withdrew money from my 401k when I was over 591/2. How do
I withdrew money from my 401k when I was over 591/2. How do I list the withdrawal on my income tax so that they know this is the case … read more
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I'm doing an amended return due to some 1099-R's being a bit
I'm doing an amended return due to some 1099-R's being a bit late. One of them it clearly says $77.35 state tax withheld, and $58.31 in state distribution. The HR Block site is giving me an error sayi… read more
emc011075
emc011075
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Is an early withdrawal of an IRA taxable if the IRA was the
Is an early withdrawal of an IRA taxable if the IRA was the husband's and he died and the wife withdrew the IRA after his death? … read more
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I retired this year and have a pension and 401k that I
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Lev
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If I roll a 401 know retirement to a ira and didn't pay
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Robin D.
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I'm struggling to complete IRS Form 5329 federal tax return.
I'm struggling to complete IRS Form 5329 for my federal tax return. I'm looking to share my documents and have someone fill out the form. Shared documents: 1st 1099-R - https://drive.google.com/open?i… read more
Stephen G.
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How to report tax on 401k converted to Roth IRA - My
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Lev
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If a taxpayer, age66, received a 1099r for $100757.15
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Stephen G.
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I have just received a distribution from a Qualified Settlement
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I need help with how to claim the Roth IRA distribution I took
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On 12/10/08 I received a total distribution for my 401K in
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Merlo
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Hello Ed, My husband and I now owe close to 15K in taxes due
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I redone several insurance policy to one policy, received several
I redone several insurance policy to one policy, received several 1099-r. most have box 2a as $0 amount, 2 have amounts of $7,131 and $450 in box 2a. Do I declare as income only the amount in box 2a? … read more
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Where on my federal tax return do I report a withdrawal and tax paid on that withdrawl from my 401K. I am 63 years old… read more
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In 2006, I contributed $2000 to a ROTH IRA. However, when I
In 2006, I contributed $2000 to a ROTH IRA. However, when I prepared my tax return, I realized that my income was too high and hence this contribution was not allowed. I withdrew this money, but did n… read more
Bill
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I have rolled over a 401k from my former employer after I retired. The 401k included about $16k in after tax money. I understand (from Fidelity, the holder of the 401k) that I need to fill out a form … read more
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