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Retirement tax questions
1) any chance some of those forms have box 13 $$ on them? That gets subtracted.
or
2) Did you buy any bonds during 2022 (either Muni, or Treasury, or Corporate), where you paid the seller the interest that had accrued on those bonds before you bought them? that subtraction needs to be done carefully, or the accrued interest you paid will get subtracted improperly....(.but you'd need to come back and let us now if this was the case, before we go thru the extended procedure to do it properly.)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 1, 2023
4:49 PM