I think we missed making our Roth IRA contributions in 2020 because we never heard from our financial advisor for our annual check-in. It's possible that I thought we did and entered them, and if we didn't, I'll have to file an amended form. I already have them printed out and am not seeing a space anywhere that tells me what I did or didn't do in that regard. How can I get back into the "worksheet" area and see what I did or didn't do?
posted
last updated
March 03, 2021
12:20 PM