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Retirement tax questions
Thanks. I called them and they didn't come up with any work-around, just that the software would pop up the form if it was required. I'm still thinking I need to fill it out since I had the tax year 2022 ineligible contribution still in my account at the end of 2023 (I am going to remove it before the end of this year).
I suppose I can go and file that as an amendment when I take it out, but that seems like too many steps/risky.
Is there a chance I entered it wrong? How I discovered all of this was when I entered my 1099-Rs the software recognized these as a recharacterization and not a conversion and prompted that I may need to amend my 2022 taxes because of it...
‎October 14, 2024
4:06 PM