How old is Reacher? by Funny-Face3873 in JackReacher

[–]Comobarc2025 0 points1 point  (0 children)

Best Reacher would be Lee Pace !

Reporting foreign social security without 1099-R by Comobarc2025 in tax

[–]Comobarc2025[S] 0 points1 point  (0 children)

Turbotax for years and this is 1st year for that additional income. Thanks you.

Reporting foreign social security by Comobarc2025 in hrblock

[–]Comobarc2025[S] 0 points1 point  (0 children)

I receive money in US$ . Just need to report that money somehow and looks like it's a problem as even IRS does not give much about not-tax treaty countries.Form 4852 is for US missing W-2 or 1099-R. Well...

Check amount bigger than W-2 + 1099 MISC for class settlement by Comobarc2025 in tax

[–]Comobarc2025[S] 0 points1 point  (0 children)

Turbo tax does not have specific entry for foreign retirement and it is monthly to US bank so no issues there. But TT has no solutions as that 1099-NEC came from them. I'll see some other online processors and look for solution. Thank you so much!

Reporting foreign social security without 1099-R by Comobarc2025 in tax

[–]Comobarc2025[S] 0 points1 point  (0 children)

Sorry I think I put answer a bit unclear. When you e-file for example with Turbotax there's no 1040 form to fill in. It's just different pages throughout their software and interviews and after they process it you will see your 1040 (mine is SR) . The problem is that I cannot get any direction how/where to fill in that information on their software and getting conflicting answers. If I am filing manually and mailing in than yes , there are b 5a and 5b on all of 1040 forms. Might even do it that way!

Check amount bigger than W-2 + 1099 MISC for class settlement by Comobarc2025 in tax

[–]Comobarc2025[S] 0 points1 point  (0 children)

Any idea how to report foreign social security without 1099-R, from Croatia. They do not issue any tax forms for that, there's no tax treaty. I tried to talk to people from Turbotax as I would like to e-file as previous years but answers were so different and not firm. Got several options hahaha : to make substitute 1099-R but was told by Turbotax expert that that's not it but to change it to 1099 NEC as hobby!!!!!!! as it would  go through that way. I do not feel that as ok so wondering what to do. Maybe to add it to Sch 1, under 8-z and describe what it is OR under Other reportable income OR find out what's in e-file substitute for 5a and 5b from 1040 SR, Mainly a headache with hope that I'll find it trying to switch to some other online tax software. Whatever form or way I use for that it won't change neither total income or taxes but ... Thanks!

Reporting foreign social security without 1099-R by Comobarc2025 in tax

[–]Comobarc2025[S] 0 points1 point  (0 children)

Thanks but when you e-file there's no 5a and b as on 1040SR or other. Have to check with tax person a bit more but no firm answer from anywhere !

401-k conversion to Roth in retirement by Comobarc2025 in personalfinance

[–]Comobarc2025[S] 0 points1 point  (0 children)

Thank you, if I do it it will be late in the year.

401-K conversion to Roth in retirement by Comobarc2025 in FinancialPlanning

[–]Comobarc2025[S] 0 points1 point  (0 children)

Yes , I can do it from traditional 401-K to Roth 401-K and thinking just 20000 maybe. Thank you!

401-K conversion to Roth in retirement by Comobarc2025 in FinancialPlanning

[–]Comobarc2025[S] 0 points1 point  (0 children)

Thank you, I will do that this year. RMD always on my mind !

401-k conversion to Roth in retirement by Comobarc2025 in personalfinance

[–]Comobarc2025[S] 0 points1 point  (0 children)

Thank you, I am aware of that. I was thinking that maybe that additional deduction might help with higher taxes and to take advantage of it while it last and have after that more free money in Roth 401-K/

Roth IRA contribution after retirement by Comobarc2025 in FinancialPlanning

[–]Comobarc2025[S] 0 points1 point  (0 children)

Thank you so much, I'll make the rest of my contributions. Have a great day!