DanaB27
Expert Alumni

Retirement tax questions

Thank you, I reviewed your return. It seems like you were able to fixe the issue by correctly entering only taxable part on the “Some or All of Your Distribution is Taxable” screen during the Alabama State interview:

 

  1. On your Alabama return click “Update” next to Income.
  2. Continue until the “About your retirement” screen and click "Edit”.
  3. Continue to the “Some or All of Your Distribution is Taxable” screen and edit the amount next to Taxable Roth IRA conversion.

Please review your entry for the taxpayer's traditional IRA to Roth IRA conversion, you entered $2 but the taxpayer's Form 8606 line 18 show $4 as taxable.

 

@jaydubya 

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