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Retirement tax questions
Appreciate the reply. I did end up figuring it out. It so happens the social security income wasn't the culprit after all. It had to do with a ROTH IRA conversion (which is taxable in AL), but the program listed it under both the Traditional and Conversion side, so it counted it twice as income until I figured out that I needed to go in and edit those prefilled amounts from TT to remove the Tradition distribution as being taxable and just leave the Roth Conversion distro. Once I did that, it flowed correctly to the Form 40.
‎February 9, 2025
8:39 PM