SamS1
Expert Alumni

Retirement tax questions

Yes.  The $300 adjustment to income on the IA1040 is not reducing contributions on the Schedule A.  I will bring that to the attention of our operations area.  For now that will have to be a manual adjustment.  So many changes with the Cares Act and now the American Rescue Plan Act, we are just trying to tread water as all the changes can affect states in a different way depending if the state coupled, dont couple, or partially couple.  Thanks for your patience.