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Get your taxes done using TurboTax
Thanks .. I have a LOT of activity for 2021 with two 401k LSD to my IRAs, one of which used NUA for a substantial amount (I paid EST taxes in Q1 for the CB). Plus I did three more conversions, one of which was indirect (so I could add more withholding for the year). So I'm trying to start without carrying over a missing figure from last year. Admittedly, its the "IRA additional Info" form (for my records) that is the most concerning at this point. I feel like the conversion for 2020 will not fill-in unless I begin my 2021 return with the "now-modified" 2020 return. I admit I have been a bit OCD with financial matters .. trying to stay on top of it during these years before RMDs.
Thank You
‎December 20, 2021
7:12 AM