avsteele
Returning Member

Retirement tax questions

I confirm there is only a single W-2 in the draft.

 

I confirm I have more then enough income to allow a deduction

 

I confirm deleting the W-2 and re-entering has no effect. (It asks for the EIN and wages then imports the rest of the info automatically always without asking me. I verify there is no box 13 or values in box 12.)

 

I confirm that deleting my wife's 1099-R has no effect on my ability to get a deduction. I still get the "income too high " either way.

 

I never see a screen asking me if I have a work plan when entering the IRA contribution.

 

I did not have any problem like this last year.