Calculate how much of the fund and ETF dividends are from Treasuries and exempt from state taxes. Enter the amount into TurboTax, H&R Block, or FreeTaxUSA.
One 1099-R Form for Two Rollovers in TurboTax and H&R Block
How to enter a combined 1099-R form for two rollovers in the same year to both Traditional IRA and Roth accounts in TurboTax, H&R Block, and FreeTaxUSA.
How to Enter 2022 ESPP Sold in FreeTaxUSA: Adjust Cost Basis
Follow these detailed steps with screenshots for how to adjust the cost basis in FreeTaxUSA when you sell ESPP shares. Otherwise you will get double-taxed.
How to Enter 2022 Foreign Tax Credit Form 1116 in H&R Block
You need to file Form 1116 with your tax return when you paid more than $300 or $600 in foreign taxes. Here’s a walkthrough for how to do it in H&R Block.
How to Enter 2022 ESPP Sales in H&R Block: Adjust Cost Basis
Follow these detailed steps with screenshots for how to adjust the cost basis in H&R Block when you sell ESPP shares. Otherwise you will get double-taxed.
How To Enter 2022 Mega Backdoor Roth in TurboTax (Updated)
Follow these easy step-by-step explanation with screenshots when you enter the 1099-R form for your mega backdoor Roth into TurboTax.
How To Report 2022 Mega Backdoor Roth In H&R Block (Updated)
Follow these easy step-by-step explanation with screenshots when you enter the 1099-R form for your mega backdoor Roth into H&R Block tax software.
How to Enter 2022 Mega Backdoor Roth in FreeTaxUSA (Updated)
Follow these easy step-by-step explanation with screenshots when you enter the 1099-R form for your mega backdoor Roth into FreeTaxUSA.
How to Report 2022 Backdoor Roth In FreeTaxUSA (Updated)
Follow these detailed instructions with clear explanation and many screenshots when you report your Backdoor Roth in FreeTaxUSA online tax software.
How to Report 2022 Backdoor Roth in H&R Block Tax Software
Follow these step-by-step instructions with screenshots and clear explanation to report your Backdoor Roth in H&R Block tax software.
How To Report 2022 Backdoor Roth In TurboTax (Updated)
Follow these detailed step-by-step instructions with clear explanation and many screenshots when you report your Backdoor Roth in TurboTax.
How To Enter 2022 ESPP Sales In TurboTax: Adjust Cost Basis
Follow these detailed steps with screenshots for how to adjust the cost basis in TurboTax when you sell ESPP shares. Otherwise you will get double-taxed.