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Retirement tax questions
what matters is what is posted on lines 15a and 15b
for EACH 1098 you received, can you please provide
a) is there a taxable amount in box 2a?
b) what are the distribution codes in Box 7?
c) is there an X in the IRA / SEP in box 7?
the sum of the taxable amounts in Box 2a should match line 15b . Does it?
remember that TT will cover any penalties and interest if there is a software issue but you still are responsible for the tax. However, if there was an input error (which is why I ask you to post the detail above), they will not take responsibility.
‎November 8, 2019
2:41 AM