- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I'm on desktop Deluxe. When I opened, it then as usual proceeded to ask if I wanted updates.
I then made a copy of my tax file with a new version number in the name (my usual method - I usually end up with 4 or 5 versions so I can compare) and then corrected my 1099-R entries.
Note that the "Filing" version of the pdf does not have the Form 5329.
I saved a separate pdf with only that Form.
‎February 20, 2025
5:55 PM