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Retirement tax questions
@epcot wrote:
Yea, it does say 8J but then has the exact same amounts in box 1 and 2a. Hope my printer's ready to mail this out to the state 🤡
Thank you for your help on this. I've quickly learned to... quite dislike Betterment
Box 2a on a 8J should only contain any earnings attributed to the excess, not the total excess.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 7, 2022
9:46 PM