RobertB4444
Expert Alumni

Retirement tax questions

For your 2023 return I suppose you will need to make sure that an 8959 is generated by switching to forms view and adding it.  That should get your return ready to be amended.

 

I am not sure what is happening with this issue as I was unable to get my program to duplicate the error.  But we are continuing to look into the problem.

 

@Samhome 

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