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Deductions & credits
I seem to be seeing a similar issue in TT 2024 - No or minimal tax due in Q1-Q3 but Q4 seems correct. In my case, I had a large Roth conversion that hit in 4Q that doubled my income. That said, even without the Roth I would have expected there to have been tax due based upon the annualization factors. What was the final resolution of this and is it still present in the 2024 version?
‎April 1, 2025
8:17 AM