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Retirement tax questions
No idea on how to print or view IRA deduction worksheets - aside from paying the fee for my return and getting the output ready to file. I did see a tabulation of "IRA Contribution Results" which reads as follows: There are three rows and two columns in this table. Column one is "Total Contribution", column two is "Amount Deductible". Under column one, I see both IRA contributions included. Only one in Column two. Then column one has "Less: excess traditional IRA contributions" where it deducts the second contribution. Same for the Roth (we have both). Then it assess me a tax on the "excess contributions". Hence, I am sure the contributions for my wife are zeroed out on the IRA deduction worksheet. Or perhaps they are not zeroed out - just disallowed and penalized.