Thank you macuser_22. I had posted a different question to the forum and after digging into that question, it turned out to be one and the same as this. The 532...
Thank you so much DanaB27! You were spot on. I discovered a 5329 form was being generated that contained the $1200.00 from 2020, even though I didn't file throu...
I don't know if this changes things, on the 1099-R the line 7 codes are PJ, P excessive contribution and J early distribution. This makes sense, since I had to ...
I tried following the suggesting, but there is no "Preview my 1040" option. The tax summary only shows one page at a high level. The only thing I was able to do...
