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Retirement tax questions
I reviewed your return. You need to delete an entry in the IRA Easy Guide.
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- On the "Let's Find your IRA basis" screen select "Easy Guide"
- On the "Transfer from Employer Plans" screen delete the entry
- Continue through the questions.
Note, you only enter after-tax amounts that were rolled over into the Traditional IRA on the "Transfer from Employer Plans" screen. Please see line 2 instructions for additional information.
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April 2, 2025
5:29 AM