Jclabat
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See previous posts - a military pension should be on line 5b which is a subtraction from AGI to produce MAGI. Are you entering your pension in the correct place...
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That is what I expected, but back to original question then, it should not have shown that he had excess Roth IRA contributions, because the military pension am...
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Isn't it in line 5b of the 1040. That Roth MAGI calculation worksheet has you subtracting 4b and 5b from your AGI on 11. Turbo Tax has my traditional pension on...
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I had the same issue, and mine went away after updating my HSA distribution information from my 1099-SA which I had previously forgotten to enter. This also fix...
Activity Feed for Jclabat
- Posted Re: Why is my military pension being used on roth ira max contributions for Married Joint, with W... on Retirement tax questions. March 25, 2023 7:45 AM
- Cheered Re: Why is my military pension being used on roth ira max contributions for Married Joint, with W... for RobertB4444. February 5, 2023 12:34 PM
- Posted Re: Why is my military pension being used on roth ira max contributions for Married Joint, with W... on Retirement tax questions. February 5, 2023 9:52 AM
- Posted Re: Why is my military pension being used on roth ira max contributions for Married Joint, with W-2 totals of $163K but TurboTax with military puts me over the $199K max? on Retirement tax questions. February 4, 2023 6:47 PM
- Posted Re: Charitable contribution has unacceptable value on Deductions & credits. February 14, 2022 1:20 PM