Dear Community,
Happy Holidays!
I have two questions. First, I have meet all other situations for deluxe except the 401 K gives me confusion. Does it count as investment that pushed me to the premier version, since it’s invested in stock? I don’t buy or sell investments in other places.
Second question is in addition to match a portion of my 401 k contribution, my employer also contributes a bit more which won’t be vested after 2026. Does this complicates my tax?
