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Retirement tax questions
Thank you or your quick reply.
In your example you enter the $7000 (the rollover and restoration) in one query after it says to enter the exact amount from the 1099R line 1 which would be $10,000.
In the following query you enter $3000 (the conversion) after it again says to enter the exact amount from the 1099R.
Don't understand. Looks like your are taking numbers from two fictitious 1099Rs although i agree it works properly in the end on the 1040.
Haven't tried this with my case but I will.
‎January 26, 2021
11:27 AM