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My wife and i are working on our 2024 return Indeed, if you add up all the values, the individual state amounts exceed the total amount on box 11, as noted on the t.rowe website. For ty 2023 i did a traditional to roth conversion
T rowe price handled it all in house i never received the money Web access to trp is fine so issue seems to be on turbotax side. They sent me a 1099r for the conversion
It got into my tax return and i paid additional taxes
Knew that was going to happen. I am the sole heir to my father's estate Unfortunately, my father never named a beneficiary on the account, meaning his estate inherits it by default He was 77, so taking rmds,.
I choose to take foreign tax as a credit and have more than $600 (mfj) so must use form 1116 Rowe price intl discovery fund (ric) which has 72.06% foreign source income For this example, let's say box 1a (total ordinary dividends) $6000 box 1b (qualified dividends) $5000 b. I have a mutual fund with t
I'm thinking of selling a portion of it and will need to figure the cost basis and taxable amount
Unable to import trp 1099 data This is not a thing Changing my password, and avoiding special characters did not help Trp and tt are partner organizations
This should be made seamless. I go thru the steps to import, the app tells me that i'm importing, then it tells me i'm done and i can go back to the tt window But when i do that, nothing has changed The window that initiates the import remains, and there's nothing else to do except use the back button
I was able to import from t rowe price, but fidelity fails to import.
Unable to download 1099 data from t
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