Search found 4 matches

by j__h
Tue Mar 06, 2018 11:20 pm
Forum: Personal Finance (Not Investing)
Topic: freetaxusa: How to Enter adjustment code for cost basis
Replies: 4
Views: 881

Re: freetaxusa: How to Enter adjustment code for cost basis

Reviving an old thread, but I was looking it up and this came up. They support it at least for 2017 return. When entering the 1099-B there is a question: "Do you have adjustments to this investment sale?" Then option: "The basis shown in Box 1e is incorrect" Then it allows you to correct basis repor...
by j__h
Sun Dec 24, 2017 4:43 am
Forum: Investing - Help with Personal Investments
Topic: Mega backdoor roth - 401k to IRA
Replies: 10
Views: 2224

Re: Mega backdoor roth - 401k to IRA

ReallyLikeToSave wrote: ↑
Wed Dec 20, 2017 12:25 am
OR you can roll over the gain to a Traditional IRA - I don't bother with that as it can get complicated over multiple years, I just pay the tax on the gain and roll the full amount in to the Roth IRA.

Can you expand on how it is complicated?
by j__h
Tue Mar 21, 2017 4:05 am
Forum: Personal Finance (Not Investing)
Topic: How to report HSA gains in CA return? (H&R block software)
Replies: 19
Views: 2550

Re: How to report HSA gains in CA return? (H&R block software)

Spent some more time on this and I believe I have the manual aspect of it (corrections appreciated). You can in fact edit the California Sched D and Sched CA forms in H&R block. You need to go to forms tab (not try to edit the worksheet in the interview) and then right click on the box to enter and ...
by j__h
Sun Mar 19, 2017 11:29 pm
Forum: Personal Finance (Not Investing)
Topic: How to report HSA gains in CA return? (H&R block software)
Replies: 19
Views: 2550

Re: How to report HSA gains in CA return? (H&R block software)

Actually getting to the mechanics of this on H&R Block software. I am able to get to the Schedule D form and expand to whole form (which it seems to indicate that you then can enter info). I then can type into the form but whenever I click to another box the earlier one's text/numbers disappears. Ha...