Retirement tax questions

Tax documents from past years are not available for import.  Only tax documents for 2024 are available to import into 2024 software.   If you are working on a 2023 return you will need to enter your information by keying it in by hand.  (And....are you using 2023 software?   The current online software is only for 2024---it cannot be used for 2023).

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**