fanfare
Level 15
Member profile
Retired taxpayer, forum participant. no connection with Intuit.
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contact the custodian of the 401k and identify yourself as a beneficiary.@heueh9456
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IRS has changed the prompts.New procedure --While robot is giving you options, say "I need to speak to an agent"When it asks for your reason,Say "Account Manage...
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Did IRS tell you to amend again?If you accept the IRS calculation you don't have to file again.@petrickt13
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It is not sufficient to meet your tax.Since you missed the first two payment dates, you may be penalized by the default calculation.See Form 2210 Schedule AI fo...
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"tell the custodian to process a removal of excess contributions."@Opus 17The custodian just told the owner that they would not do that.
Activity Feed for fanfare
- Posted Re: How can I get my mother's 401k she passed on the 12 of June 2025im here only child and her beneficiary on Retirement tax questions. yesterday
- Got Cheered for Re: Do I have to pay penalties on a large Roth conversion executed in July 2025 if I pay estimated taxes in 2 quarters September 2025 and January 2026?. yesterday
- Got Cheered for Re: If 90days has passed and the status for an e-filed fed return has not been updated, individual hasn’t been able to get through to an IRS rep. Any help?. yesterday
- Posted Re: If 90days has passed and the status for an e-filed fed return has not been updated, individual hasn’t been able to get through to an IRS rep. Any help? on After you file. yesterday
- Posted Re: Filed 1040x for 2020 tax year (6/2023) & recvd a notice from IRS. TurboTax made an error on the form. How do I complete another 1040x? I need assistance on filling it out on After you file. yesterday
- Posted Re: Do I have to pay penalties on a large Roth conversion executed in July 2025 if I pay estimated taxes in 2 quarters September 2025 and January 2026? on Get your taxes done using TurboTax. yesterday
- Posted Re: Mistakenly Made Excess Contribution to IRA on After you file. Wednesday
- Posted Re: Mistakenly Made Excess Contribution to IRA on After you file. Tuesday
- Posted Re: Mistakenly Made Excess Contribution to IRA on After you file. Tuesday
- Posted Re: Mistakenly Made Excess Contribution to IRA on After you file. Tuesday
- Got Cheered for Re: Need Help Reporting Excess Roth IRA Contributions from Previous Years. Monday
- Got Cheered for Re: Need Help Reporting Excess Roth IRA Contributions from Previous Years. Monday
- Posted Re: Need Help Reporting Excess Roth IRA Contributions from Previous Years on Retirement tax questions. Monday
- Posted Re: Need Help Reporting Excess Roth IRA Contributions from Previous Years on Retirement tax questions. Monday
- Posted Re: Self select PIN on Get your taxes done using TurboTax. Monday
- Posted Re: I opened a form in Forms View. How do I save it to my return? on After you file. a week ago
- Posted Re: I got CP504 for the year 2024 to pay $25K, when I created my account with IRS I found that I owe $17K for 2023 and $20K for 2022. When I spoke to a Turbo rep. to resolve on Get your taxes done using TurboTax. a week ago
- Posted Re: Form 5329 on Get your taxes done using TurboTax. 2 weeks ago
- Got Cheered for Re: Mistakenly Made Excess Contribution to IRA. 2 weeks ago
- Posted Re: Mistakenly Made Excess Contribution to IRA on After you file. 2 weeks ago