My family is retiring in this tax year 2024.
Now how could they file the 1099 docs with the last paycheck, combined with SSA1099 and 1099R, for the last tax-year 2024?
What kind of tables/taps/terms will be used in our TurboTax App?
For example:
As for 1099R, I used pension tables.
As for edu expenses, I used Table 8863.
If the IRA will be funded by the bank after 4.15, could we file the IRA incomes in the next tax-year 2025?
Many thanks.
