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Deductions & credits
Thank you, I did the explanation (I also had $2000 for a 2022 contribution I'd recharacterized in early 2023 but before I filed that I explained was already on my 2022 tax return) when I did the return. My husband was just checking everything before I e-filed. This was just one thing I wasn't quite sure of the rules about, and I'd tried searching online and didn't find a clear answer, though I was sure that was the whole purpose of recharacterization vs conversion. His employer also for some reason withheld $10 extra for Medicare and a new form popped up in TT, the 8959, that credited the $10 back toward income tax, so I had to dig that out of the forms tab to show him.
March 24, 2024
5:25 AM