No sure I understand. Usually one does not file the carryover worksheet. It is for your records. It is imported into the software you use next year as appropria...
@ssfrancisThis is all very complicated and hard to explore without your exact data in front of us. But here are some more quick thoughts that might or might not...
If you don't include the 1099-R in your taxes, the IRS matching computers will eventually flag it as missing. I think you should call up the company and figure ...
That does not seem correct.
When I do a test case with W-2 entries in box 1 and box 11 I do not see double tax. I see only an entry on Schedule 1, line 8t, whi...
I do not see it in the obvious place in the interview. But I'm just a volunteer. Maybe it is hiding in another part.
I suspect the TT team is constantly trying...