M-MTax
Level 12

Retirement tax questions

Do you have a direct skip? Ostensibly, you haven't had one previously so Line 2 should be zero since you had not previously used any of your exemption. 

 

 

You might want to look through the links below.

 

The link below is to 709 prep software (it's 50 bucks):

 

https://www.puritas-springs.com/product-category/federal

 

 

The links below are to a couple of (moderately helpful) Youtube videos.

 

https://www.youtube.com/watch?v=a5wJow5h-No

 

https://www.youtube.com/watch?v=5Z_28sVOrTY