@shg
What is in Box 2 of your 1099-R? That amount will flow through to Form 8960 Part 1, line 3, in the Annuities section, where it will be included in your"tot...
Hi@snw0,
Thanks for your question!
With regards to the flag you're seeing on Form 8889, I understand what you mean. I was able to duplicate that flag in a fa...
Hi@shelleyfl59,
Thanks for your question. I'm happy to help!
In 2024, you took out the excess Roth contributions you had made for tax year 2023. Since you too...
Hi Amit,
Great question! Any capital loss carryovers will show up in your Capital Loss Carryforward Worksheet on lines 8 and 13(short-term capital loss carryfo...
