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Retirement tax questions
Thank you MinhT1!
I updated excess contribution in 'Less common income' section. It did update my wage info in line #1 of 1040.
And if I don't update the 12D box in W2 (keep as is) then TT complains I have overpayment for 401k.
It seems TT is asking me to correct this step by manually entering 1099-R whether or not I received 1099-R.
Will TT allow me to e-file without correcting this?
‎February 23, 2022
11:45 AM