Welcome back! Ask questions, get answers, and join our large community of tax professionals.
SteveD9
Level 2
Activity Feed
  • Thank you for the continues replies. If the contribution to the traditional IRA was withdrawn immediately and deposited into a Roth, there would be no basis in ...
    SteveD9
    2
    Mar 31, 2026
  • Katie, thank you for the response. I did reach out to Intuit support on the phone and spent nearly twenty minutes with a patient gentleman who could not get thi...
    SteveD9
    1
    Mar 31, 2026
  • This did not change anything. I'm still left with being forced to override lines 8, 9, 10 ,11 which should be completed in this scenario. Nothing I have tried w...
    SteveD9
    3
    Mar 31, 2026
  • The 1099-R shows the full amount in Box 2A with the "taxable amount not determined" box checked. It's code 2. I believe that is correct. It was an early withdra...
    SteveD9
    10
    Mar 31, 2026
  • First, thank you for all the responses.The only boxes I see on the federal worksheet are the percentage for private activity bond interest and line 4 where you ...
    SteveD9
    2
    Mar 29, 2026
Community Stats
Posts 17
Solutions 0
Cheers Given 1
Cheers Received 1
Member Since ‎05-03-2023
Latest badges earned