
Anonymous
Not applicable
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You keep reposting these instructions but they don't seem to match the 2020 software. Also, you indicate to enter the 1099-R info but if we are doing this back door conversion between Jan and Apr 2021 - we will not have a 1099-R to do this, so it is very confusing. Can you do us a favor, and update your instructions to reflect the current date and software version?
I am trying to enter this "back door" information but the software is trying to steer me one way, and your post is going the other way!!
March 10, 2021
8:27 AM