Retirement tax questions

@jfloveless 

 

If you are married and your spouse was under age 62 during 2023, perhaps they used the age of the wrong spouse to deny it.  

 

TTX software would normally have dealt with it properly, but if you changed the order of which spouse was listed first for your 2023 tax return, that can lead to some significant person-form foul-ups.   Otherwise, it sounds like a mess up on GA's end.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*