I have been using free online software but things have gotten more complex now and I want to try a software that is easier to work with.
I sold some of my Roth conversion and triggered an early withdrawal penalty (I am 64 y/o but missed the 5-year date). I can't figure out how to clear things up using the FreeTaxOnline software.
It would be nice if I could load the files from Fidelity/TDA directly into the tax software. Mostly 1099-R forms but a lot of time to enter everything.
Any recommendations are welcome.
Would also appreciate help on figuring out the implications of the early withdrawal. Fidelity's 1099-R Box 7 showed a Distribution Code "T". Box 1 showed Gross distribution amount. All other boxes were blank.
I have been handling my own taxes for about 30 years.
I sold some of my Roth conversion and triggered an early withdrawal penalty (I am 64 y/o but missed the 5-year date). I can't figure out how to clear things up using the FreeTaxOnline software.
It would be nice if I could load the files from Fidelity/TDA directly into the tax software. Mostly 1099-R forms but a lot of time to enter everything.
Any recommendations are welcome.
Would also appreciate help on figuring out the implications of the early withdrawal. Fidelity's 1099-R Box 7 showed a Distribution Code "T". Box 1 showed Gross distribution amount. All other boxes were blank.
I have been handling my own taxes for about 30 years.