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Retirement tax questions
I appreciate the replies. But clearly some people are not reading my original question/or reading into them.
"For example, entering a Roth IRA contribution before you enter your compensation would certainly result in TurboTax seeing the contribution as an excess contribution." I follow TT directions and flow. I do not "jump" around.
I also said that this has been seen in previous years taxes with TT. (Past behavior) I'm not sure this is helping me because we are getting into the weeds here: "and the compensation was not excluded foreign earned income" I mentioned nothing of FEI.
I do see that the statement that: "Also, the refund/balance due calculation is relatively meaningless until you've completed all entries for your tax return." may be relevant. Maybe I should just continue with the return and before actually submitting; see what the tax owed/due is? Although I think I tried that at least once.
Thanks.
Any other ideas?