Thanks for the follow up…. Your statement is correct …”she made the $2400 contribution during 2019 while she was working and then when she retired, she rolled that $2400 over to another account. If that is the case, and you have taxable income and are below the income threshold, you should qualify”. Our total income is 30k so we are below the limit, but Turbo Tx is saving that we do not qualify for the credit….. I have checked this out repeatedly and always get the sale result…. There is another problem with the software…. It keep asking me about disaster relief funds and when I answer NO it goes into a loop and asks me over and over again and will not advance.
Ken
