Why would I amend our 2021 return? It isn't that I didn't report the 2021 RMD, I did not receive the 2021 RMD until 2022. I am a cash basis tax payer. The issue...
I do not understand your explanation. Where did TurboTax generate a 5329? I cannot find it in the list of forms. I understand how to complete the 5329. We file ...
In may of 2022 I received a confusing communication from the Thrift Savings Plan. After calling them, I learned I had a retirement plan there, and they had issu...
