@DoninGA
Wow.
I bow to your breadth of knowledge and your kindness in assisting me -- but also to your persistence (6 yrs in VN will do that for you!)
After I followed your directions, here were the next steps:
Did Billy or Susie make a 2022 self-employed retirement plan contribution? Answer YES, even though you have *not* yet made one. If you say NO, it moves on to a Reforestation Deduction, Infinity and Beyond
Next screen: Did Billy or Susie contribute to an individual or Roth 401k plan? Answer NO and...
Next Screen: Does Billy or Susie *plan* to make a contribution to a Keogh, SEP or SIMPLE retirement plan? YES. Just two more on-target screens, no more trip wires or punji stakes, and you can contribute for your SEP...
THANK YOU.
Thanks again, JL
