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Retirement tax questions
Unfortunately I haven't been able to find any worksheets associated with my past tax returns (all with TurboTax) under documents/print center or elsewhere in the online version. I ultimately contacted support and got connected to a "tax expert" to go over basis transfer issue, but both have been unhelpful (with the tax expert sending me a first page Google link for how to report a backdoor Roth). In the absence of any support from TurboTax's side, it sounds like my best bet is to update the basis manually and add an explanation. Thank you for your help! 🙂
‎February 11, 2024
1:16 PM