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Retirement tax questions
Thank you. MaryK1101. Your first sentence clarifies what the IRS will look for, and I've since confirmed it's there. I see the $176 was included in my 2020 income, and Turbo Tax ignores it in my 2021 income. This reporting is correct even though I entered the 2021 Code P last year (without a form, using Turbo Tax instructions) and also entered the 2021 Code P this year with the actual form. The issue was more a disconnect between the various Turbo Tax instructions. Thanks again!
‎February 22, 2022
7:08 PM