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Boyan
Niveau 4
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  • I know it's an old post but didn't want to clutter the forums: has no one noticed that when enteringTreasury Direct 1099-INT the TT form does NOT have a field o...
    Boyan
    1
    Updated avr. 01, 2026
  • Thank you so much for your reply. Just for my personal peace of mind, so if one's taxable income (after all deductions are taken out) is exactly$48,350 or above...
    Boyan
    1
    Updated juin 13, 2025
  • @NCPERSON1Thank you for your reply, yes I'm referring to rule of 55 early distribution from 401k with no penalty (tax is due regardless) and specifically my que...
    Boyan
    Updated juin 09, 2025
  • @fanfareI totally get the mechanics of how to overwrite an incorrectly coded 1099-R and force an exemption at the time of filing but that could likely trigger I...
    Boyan
    1
    Updated juin 09, 2025
  • Did you plug the code in box 7 into TT correctly? That would be how TT will account for the penalty or no penalty; what was the code anyway? and yes if the 1099...
    Boyan
    3
    Updated juin 09, 2025
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