DanaB27
Expert Alumni

Retirement tax questions

Thank you, I reviewed your return. You will have to edit your entry on the “Some or All of Your Distribution is Taxable” screen during the Alabama State interview. Your Form 8606 line 18 show $65 as taxable, therefore, you need to enter $65 next to "Taxable Roth IRA conversion".

 

  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 ($65).

 

 

@blthomps13 

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