dmertz
Level 15

Retirement tax questions

Going forward, I would make sure that your 2018 TurboTax tax file has the correct amount shown for you and your wife on TurboTax's IRA Information Worksheet Part I (correcting any error by amending using TurboTax), then transferring in to 2019 using the amended tax file and checking the IRA Information Worksheet Part I in 2019 TurboTax.