Hello, I have tried to e-file multiple times but it keeps rejecting based on my spouses AGI which is taken directly from 2023 return. in Get your taxes done using TurboTax
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If entire 80% of an indirect transfer of pension is deposited to another retirement fund, what happens to the 20% withheld for taxes? Is tax then only on 20% not rolled? in Retirement tax questions
Retirement income, IRRMA brackets and capital gains for AGI? in [Event] Ask the Experts: Navigating Retirement Taxes