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Retirement tax questions
I have a 5329-T worksheet that says I brought money over from a 5329 2018 worksheet. I got back into my 2018 tax return and I don't have a 5329 form created. So how turbo tax pulled that information, I have no idea. My thought is I should delete the Additional taxes on Qualified plans form 5329 then redo the 1099-R for the IRA to Roth Conversion. No entries are filled out in the 8606 form for 2019 also this form was not created in in my 2018 taxes.
‎April 18, 2021
6:30 PM