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Rollover Pretax 457b funds to Roth IRA

ccsc101 — Sat, 30 May 2026 06:09:57 GMT

I wanted to rollover the 457b pre-tax funds from my previous employer into my bank's Roth IRA; I thought that the pre-tax 457b funds had undergone a Roth conversion, but it turns out it didn't. Due to some miscommunication between the bank and the company with the 457b plan, the 457b pre-tax funds ended up being deposited into my Roth IRA.

What is the next solution I should do? Since the bank deposited the pre-tax funds as a rollover contribution, are they going to send me a tax form taxing me on the money? DO I need to take the funds out of the account and put it into a traditional IRA and then convert the funds before putting it into the ROth IRA? I originally wanted the 457b funds to go into my Roth IRA, but now that they went into the IRA pre-tax, I don't know if there will be some complications.

Re: Travel expenses for rental property purchase and management

jackkgan — Sat, 30 May 2026 05:36:31 GMT

Thank you. Forgot to mention that the credit card used has her as primary and me as authorized holder. She paid the bill for the credit card. Just confirming if IRS cares who paid the credit card bill.

Hi yes I would like to know where is my refund at and have I just received 69.03 from yall and where is the rest of my money

asiaussery31 — Sat, 30 May 2026 04:48:57 GMT

Where is my refund it’s gonna be June and I still haven’t received the rest of my money

Re: Travel expenses for rental property purchase and management

Mike9241 — Sat, 30 May 2026 02:45:16 GMT

The IRS would say no records of reimbursement - no deduction.

Travel expenses for rental property purchase and management

jackkgan — Sat, 30 May 2026 05:38:10 GMT

I purchased a rental property in my own name and traveled multiple times to inspect the property, oversee repairs, and coordinate work related to preparing/managing the rental.

The airfare tickets were charged to a credit card account where my mother is the primary account holder and I am an authorized user. She ultimately paid the credit card bill, and I do not have a formal reimbursement record.

For tax purposes, does the IRS generally care who actually paid the credit card bill, assuming the travel itself was genuinely for rental/property activities?

I understand trips related to acquiring/preparing the property may be treated differently from later property-management travel, but my main question is whether payment by a family member (on a card where I am an authorized user) creates an issue for claiming the expense.

Re: If your income is below the Maryland threshold to file, are you also exempt from local/county...

MostlyRight — Sat, 30 May 2026 02:01:14 GMT

I see... It's a little confusing. I think TurboTax filed the return because of the part-year residence aspect, but it zeroed the tax liability because of the income threshold. Now that I read your response, I can see how local/county taxes are not directly linked to the state tax.

So, I guess the next question is whether part-year residence or the income threshold is the deciding factor for filing. And then whether it is possible to retract the return.

Re: Why am I being asked to pay for service that didn’t get me my tax refund?

VolvoGirl — Sat, 30 May 2026 00:38:28 GMT

The fees are to prepare the return whether you efile or print or get a refund or tax due. What was wrong with your return? It's all based on the entries you made.

Did you efile? How to check your efile status
https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/check-e-file-status/L9XhHDPtD_US_en_US?uid=lvriwl8j

When you log into your account you should also see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc. What does it say?

Porque dice que mi rembolso sera enviada por correo electronico

vanessaluna030696 — Sat, 30 May 2026 00:32:59 GMT

Y dice que ya fue completada

Re: My wife and I are filing married jointly; we are Missouri resident, but wife is in NY for the...

JotikaT2 — Fri, 29 May 2026 23:27:38 GMT

Since only your spouse is in New York and you are a nonresident of New York, you do have the option of filing separately in New York. However, if you are using TurboTax Online, you will have to create a mock federal return to prepare the separate New York state return but you would only file the state return. You would need to mail it as well.

Please see How do I prepare a joint federal return and separate state returns? for guidance on preparing the New York return within TurboTax.

Re: buying the licence key online

user17800946761 — Fri, 29 May 2026 22:45:15 GMT

I am looking for the link for corporate filing.

Re: If your income is below the Maryland threshold to file, are you also exempt from local/county...

HollyP — Fri, 29 May 2026 22:30:37 GMT

Yes, if you didn't have state withholding in your paycheck and you income is below the filing threshold, then you aren't required to file. For dependent taxpayers under 65, the MD gross income threshold for 2025 is $15,570.
Generally, you are required to file a Maryland income tax return if:

You are or were a Maryland resident;
You are required to file a federal income tax return; and
Your Maryland gross income equals or exceeds the level for your filing status. The filing levels also apply to nonresident taxpayers who are required to file a Maryland return.

Do I have to file a Maryland Income Tax Return?

As for the local/county taxes, just because your state tax liability is zero doesn't mean that your local/county tax will be zero too. Local and county taxes aren't a percentage of your state tax liability. Instead, in Maryland, the local income tax is calculated as a percentage of your taxable net income. Maryland Local Income Tax Rates

Why am I being asked to pay for service that didn’t get me my tax refund?

haydencobb19 — Fri, 29 May 2026 22:03:48 GMT

I don’t understand, should I really have to pay for a service that messed up my taxes.

Re: I received a notice that we owe money to the state of Ohio from when we lived in ga part of t...

JotikaT2 — Fri, 29 May 2026 21:36:08 GMT

TurboTax will prepare your tax returns based upon the information you entered in the return. If you lived in 2 states during the year, you would need to indicate in the Personal Info section your residency dates for both states so TurboTax knows to complete both returns.

Please see How do I file a part-year state return? for steps to take to prepare both returns.

Since you have already filed your Ohio return, you may need to amend it as you would need to allocate the income based upon your state of residency when you earned the income. Please see How do I amend my state tax return? to start the amendment for Ohio. Once you are in the amended return, go ahead and add Georgia and prepare your Georgia return. Again, be sure to indicate the dates of residency in the Personal info section and for each state. Then you can amend the Ohio return so it only includes income earned while you lived in Ohio. You will be prompted in the interview section for each state to allocate your income.

Re: Getting an error message

KristinaK — Fri, 29 May 2026 20:58:27 GMT

Have you tried revisiting this section of the interview today? If yes, are you still having the same issue?

@tjnoller

Re: BCBS Class Action Distribution

id453 — Fri, 29 May 2026 20:52:20 GMT

@DoninGA

Thanks.

Re: how do you calculate your tax deductible overtime

JotikaT2 — Fri, 29 May 2026 20:51:23 GMT

It depends upon how your employer reported it to you, whether on your W-2 form or on your paystub.

Please see How do i enter my overtime pay in TurboTax Online? for a breakdown of how to find your overtime amount.

What is the new tax law for overtime pay?

Re: BCBS Class Action Distribution

DoninGA — Fri, 29 May 2026 20:49:49 GMT

Since your payments were out of pocket and never deducted on a tax return you would not have to report the settlement income on a tax return.

Re: Does the Lifetime Guarantee apply to the choice to take a credit?

NCperson — Fri, 29 May 2026 20:44:17 GMT

@scoomes - Even if the lifetime guarnentee was honored, it only covers penalties and interest due; it's not for the tax itself.

Re: Does anyone in Arkansas know how to add the Certificate for Individuals with Developmental Di...

RachelW33 — Fri, 29 May 2026 20:42:18 GMT

Unfortunately, TurboTax does not support Form AR1000-DD as it needs to be completed by a licensed physician, a licensed psychologist, or a licensed psychological examiner. You will need to download and complete this form, then attach it to your Arkansas tax return and mail.

Re: T5008 download issue

Rod1961 — Fri, 29 May 2026 20:31:51 GMT

Adding one summary T5008 is the easy part. Getting rid of the 100's of individual slips is aggravating part and it is a simple fix in the software:

1. Allow mass "Income Type" and "date of disposition" entries, OR

2. Fix the delete function during the CRA download ... delete doesn't delete, OR

3. At least make the individual slip delete process ONE click instead of click here then there.

And to answer my own question, can't Netfile with the warning for T5008's still there. Print and mail only.

I would like to know if this problem will be addressed for 2026 ... it will be a factor in tax software selection.