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Retirement tax questions
Thank you for your quick reply. The problem is that I never get question in step 9: "Did you change your mind?". Instead, I am getting question "Tell us how much you transferred" (how much of a contributed amount I switched or recharacterized to Roth IRA) - I answered 0. It looks like the steps I getting from TurboTax (I am using Home & Business version) do not match the steps in the article you sent me.
March 16, 2024
12:28 PM