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Deductions & credits
Same for me. I didn't realize that 2022 listed an excess that is now carrying over to 2023. I do not have a form 5329 from 2021, so obviously 2022 should not have said that. And TT should have realized their software was incorrect & had an error. I spent hours on with TT yesterday. They said it is their software issue, but they say they are investigating.
‎February 19, 2024
5:52 AM