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Retirement tax questions
Thanks! I actually dug around more in Turbotax and if you go into the "income" section it lets you enter "misc" income. One of the options it gives you is for excess deferrals. It is pretty buried and the person from Turbo Tax did not know about it. But I found it and amended the return for 2021 which let me pay the taxes I owed for 2021. Now I'll get the 1099R for the earnings in 2022 which will go on my 2022 taxes. Thanks again.
‎April 7, 2022
11:30 AM