Really appreciate your help. Comparing 1040's and 8606's revealed the issue. We took an early Roth distribution to pay for son's college. The Roth IRA basis was...
Thank you for the help; I did as you suggested.There isn't a number on line 4 of Schedule 3, regardless of the Roth IRA contribution I input.The number on line ...
Yes, I answered the saver's credit questions. We do not qualify based on income.We have not over-contributed to the Roth.If I increase the Roth contribution, ie...
