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.
Backdoor Roth in H&R Block: Recharacterized in the Same Year
Follow this detailed walkthrough of how to report in H&R Block recharacterizing a Roth IRA contribution in the same year and converting to Roth again.
Split-Year Backdoor Roth IRA in H&R Block, Year 2
Follow this detailed walkthrough of how to report in H&R Block tax software converting recharacterized backdoor Roth contributions from the previous year.
Split-Year Backdoor Roth IRA in H&R Block, Year 1
Follow this detailed walkthrough of how to report in H&R Block tax software the backdoor Roth contribution made or recharacterized for the previous year.
How to Report 2024 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.
Taxes on Box Spread Trades in TurboTax, H&R Block, FreeTaxUSA
Follow this detailed walkthrough to report gains or losses in long or short box spread trades in tax software TurboTax, H&R Block, and FreeTaxUSA.
State Tax-Free Muni Income in TurboTax, H&R Block, FreeTaxUSA
A portion of the dividends from muni bond funds and ETFs is also exempt from state income tax. Find the percentage and calculate it for your tax software.
I Bonds Interest in TurboTax, H&R Block, FreeTaxUSA
Follow this walkthrough to get the 1099 form for cashing out I Bonds and report the interest income in tax software TurboTax, H&R Block, and FreeTaxUSA.
2024 Free E-File State Tax Return Directly on the State’s Website
TurboTax and H&R Block charge $25 to e-file a state tax return. Follow these links to e-file for free directly on your state revenue agency’s website.
Claim State Tax Free Interest in TurboTax, H&R Block, FreeTaxUSA
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.
2024 Mortgage Interest Limit in TurboTax, H&R Block, FreeTaxUSA
Here’s how to handle mortgage interest deduction in tax software TurboTax, H&R Block, and FreeTaxUSA when your mortgage is above the $750,000 limit.
2023 Self-Employed ACA Health Insurance Subsidy In H&R Block
If you’re self-employed and you buy health insurance from the ACA exchange, here’s how to use H&R Block software to calculate the subsidy and tax deduction.