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Retirement tax questions
Thank you. You are correct. Removing the check regarding IRA/SIMPLE allowed me to enter it as 403b on D. However, the checked box is a result of the import from Fidelity, not an entry that I made. Additionally, the copy I just downloaded from Fidelity does not have the check in the box.
I am thinking I will just leave it alone for 2023 instead of filing an amendment since there is not change in dollars, or should I file an amended return to have the records correct with IRS?
jim
March 17, 2025
12:16 PM