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Retirement tax questions
Thank you for the help; I did as you suggested.
There isn't a number on line 4 of Schedule 3, regardless of the Roth IRA contribution I input.
The number on line 20 of Schedule 1 remains constant (a portion of my Roth that I recharacterized to a traditional IRA), regardless of the Roth IRA contribution I input.
We want to contribute $3500 additional to each of our Roths. We will still be under the max contribution limit.
When I change my Roth contribution to the new number, our refund remains unchanged.
When I change my husband's Roth contribution to the new number, the refund increases by hundreds of dollars (all without changes to line 4, schedule 3 or line 20, schedule 1).
I'll continue to poke around, but I remain stumped as this doesn't seem correct.