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Retirement tax questions
The program works best when you complete the interview in a forward motion step by step in order ... so what most likely happened is you entered the IRA contributions in the deductions/credits tab and then went back to the income tab to complete the SEP section but failed to review the deductions/credits tab again after the SEP entries. Always review all sections in order when completing a return ... don't skip about.
May 21, 2023
10:50 AM