Retirement Plan Coverage section, if my husband is retired with a pension do I answer "NO" to the question "is name covered by a retirement plan at work? in Retirement tax questions
In 2022 I used the TurboTax download to prepare my tax return and that was the first year I had Qualified Charitable Contribution (QCD) as part of my IRA RMD. I got an IRS Notice: CP2000 about that return stating that "We couldn't identify the retire... in [Event] Ask the Experts: Amending Your Taxes
Mega backdoor Roth not reflecting in 1040 line 4a, 4b instead shows in line 5a, 5b in Retirement tax questions