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Retirement tax questions
Thanks.
One thing I have noticed that even I have the Premier version, TurboTax don't not calculate my phase out eligibility amount. I believe I can only contribute 5k for 2023. I was intentionally entered 7k as my Roth contribution and Turbo Tax was still letting me pass to next screens and asked if I want it to track my basis.
The expectation is TurboTax can do it for us since it has my income and personal info already.
‎April 11, 2024
9:58 AM