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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- 5b Pension Rollover how it was calculated
5b Pension Rollover how it was calculated
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mcantonio
Level 1
09-15-2021
05:45 PM
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several 1099-R's totaled 41868 20178 taxpayer 21690 spouse of which 6051 non taxable leaving
35817 taxable however the software placed 22305 in line 5b with 'ROLLOVER' next to this line.
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Just-Lisa-Now-
Level 15
09-15-2021
05:59 PM
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Scroll down to Page 2 of the 1099R worksheets.....any of the rollover boxes checked by accident?
Or any non deductible IRA basis being carried on the 8606 that would reduce taxable retirement income?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Or any non deductible IRA basis being carried on the 8606 that would reduce taxable retirement income?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
