rswelter
Level 3
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had to rerun through the steps and got the 8606 to generate. thanks again.
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your the best, thanks so much!
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smart check said no overrides for efilling. once removed I have the 6% penalty.something is not right.
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I am still unclear about reporting the "earnings" issue for 2024. the funds were used to buy and sell a stock within the Roth and was sadly done at a loss to wi...
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I did try your method, it was difficult working with the form 5329. I had to override some of the fields. the form was incorrectly showing his contribution limi...
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