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Retirement tax questions
I figured it out. The "Non-Deductible ....." for 2023 page is not the page that is asking me for 2024. I just needed to answer NO to that page. The next page said I make too much $$ so I never am prompted for non-deductible contributions for 2024 - this was in your instructions. I was then able to complete the entries following your instructions.
The question about non-deductible for only 2023 was confusing me.
So for those with this same problem with the desktop version:
- delete the 1099-R in the income section
- enter the info in the deductible section
- answer no to needing to enter non-deductible info for tax year 2023
- if the next page is not "enter non-deductible for 2024" because you make too much - that's okay.
‎April 13, 2025
5:03 PM