beeklutch
Returning Member

Retirement tax questions

Sorry. I figured it out. Looked back at the forms and worksheets and could see that it was ROTH contributions into 401k that added to AGI and pushed over the threshhold so that IRA contribution deduction was limited and investment credit eliminated. That all makes sense. I just don't like not readily seeing the actual tax documents. I always opt to "print to pdf" and then go through the documents to verify. Often times, the summary data the guided software shows creates alot of questions that the actual tax documents resolve. Sorry I posted my question before looking through it all. Thanks for trying to help, though. 🙂