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Retirement tax questions
I hope this helps somebody save the 2 or 3 hours it cost me to understand.
If you have an IRA to Roth IRA conversion, enter the details in Wages & Income->Retirement Plans and Social Security and DO NOT enter your retirement details in Deductions & Credits->Retirement and Investments. I know it is confusing, but it works. If you enter data into the Deductions & Credits section you will get the excess contribution fine!
‎February 28, 2025
5:27 PM