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Retirement tax questions
The only way I can see to get through this is by uploading the 8J 1099-R by itself which will ask me what I did with the IRA money. Then I upload the PJ one separately and it tells me I need to amend 2023. At that point, I think I can quit the rest of the questions as I already told it about the 8J money earlier on and my taxes due number was adjusted to reflect that. Because if I continue the line of questioning it gets to "identify the plan" and none of the options are relevant.
Before, I was uploading both documents at the same time which seemed to skip the IRA question and go straight to "identify the plan" where I would get stuck.
Problem solved..?
‎February 4, 2025
4:39 PM