- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
It worked for me this year.
I would suggest checking:
the "IRA Information Worksheet" to make sure your basis carryforward is present as well as other information (such as line 18 12/31/23 values of traditional IRAs and rollovers).
Also make sure the interview questions re: the conversion were right by checking the 1099-R distribution details (lines B1-B8).
not sure where in the interview these questions are asked but you can see the results in the forms.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 11, 2024
5:56 AM