Information on F. 1099-R for my spouse... there was no space provided on this return! I didn't see where you can add an additional person's data! Please advise.
My early withdrawal was taxed at the time of the withdraw and I was advised there would be no additional tax/penalty at tax time but appears I'm being triple taxed why?
Does TT have to do anything, as Fidelity advised that a stk sold early in '21 in my IRA requires a Form990-T + additional tax by 7/15, which they say they will handle?
I received a letter from the IRS saying I owe an additional $600 due to a miscalculation which affects the Recovery Rebate Credit. Please advise.