- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The refund did not go up or down. I only have form 8606 from 2019 Tax year when I made the $1500 non deductible contribution. So how do I trigger form 8606?
Also I need to call TIA for an updated 1099-R? Seems like there is a lot of confusion on this part. I have spent a few hours reading past posts.
I looked at the pdf on the 2024 Tax (1040) and saw line 4b zero.
‎January 22, 2025
2:54 PM