Filing Status was the same in both 2022 and 2023.I had to check [x] lease to get TT to do the right thing, but a quick review of Form 8936 shows the correct dat...
[SOLVED] I actually had a combination of problems. Most importantly, somehow the 1099R was imported and reused from the prior TT year incorrectly, and the distr...
I have a problem with this for 2020. I suppose the issue is that my spouse forgot to complete the conversion from TradIRA=>RothIRA in the same tax year, and lef...
