Well, I removed the excess in June of 2024 (once we had a chance to figure out where the money was held, how to withdraw it). We received a 1099-SA showing the ...
Ok, I've done all that. Still the question remains, Do I need to amend Tax Year 2023 return with "Filed pursuant to section 301.9100-2" like it talks about in I...
I just went through all the "mathematical gymnastics" as my dad used to call them and figured out what they're doing. I understand it now. They figure the tax o...
Thanks for the quick reply!That's true, Line 6 is her Connecticut AGI, but then Line 7 is the greater of Line 5 or Line 6 and it's taking Line 5, which is her F...
Thanks for your reply. I did follow through and enter the detailed amounts for California and Other States (tried both itemizing every state and lumping into ON...
