- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thanks so much for your advice and quick response! That's interesting - so to clarify you are referring to in the Deductions section where it asks about contributions to Roth/Traditional IRA where would put in this information about how much was contributed in prior years? I had assumed (incorrectly it seems) that this information would somehow be carried over from previous tax (as the 6% penalty amount got carried over without any action).
When putting in the 1099-R forms in the income section, there is a few extra questions that get asked for where the distribution came, if any of the amount was spent on a house, etc. but no place to add in the information on contribution basis.
March 1, 2021
6:56 PM