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Retirement tax questions
Thank you! On the Income side, I had a non-zero value in "Outstanding Characterizations". Corrected that to 0. Unfortunately, even though Form 8606 is updated, Lines 13 and 14 are still not the same.
I already checked with Fidelity. They indicated I have everything I need. Of course, they can't provide tax advice, but as far as data goes, it should work out. I watched a couple Youtube videos of folks stepping through this process and I can't tell what I'm doing wrong.
At this point, I'm tempted to do a "Clear & Start Over".
‎February 25, 2024
6:31 AM