DanaB27
Expert Alumni

State tax filing

You will have to review your entry on the “Some or All of Your Distribution is Taxable” screen during the Alabama State interview:

 

  1. On your Alabama return click “Update” next to Income.
  2. Continue until the “About your retirement” screen and click "Edit”.
  3. Continue to the “Some or All of Your Distribution is Taxable” screen and edit the amount next to Taxable Roth IRA conversion (should match line 18 of Form 8606).

 

@Cana140 

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