I hope it works out as easy and straight forward for 2023 amendment as you are suggesting. I had pretty tough time trying to get TT to populate 5329's for 2022 ...
"Wait until you receive the 1099-R forms before you amend your 2023 tax returns. The 1099-R forms you receive will (hopefully) be coded properly and likely won'...
Thanks. Appreciate your patience & the feedback. The reference is helpful in my understanding. It may not make any difference but in the case, you referenced, i...
"Again you repeat all the questions about 2023 that I answered for you in detail above.""you are still confused about the Oct deadline for removing excess (it d...
Thanks #fanfare, #karenL for great responses. Unfortunately for me at this time, the information regarding "how to" and "when to" file is becoming overwhelming ...