dmertz I think I found the problem - I was double-counting the rollover basis from my employer's retirement plan. When TurboTax asked me to enter my IRA basis o...
dmertzThank you for the terrific reply.You're right, it's not HSA- or QCD-related. I've got more digging to do on your point 3.Line 6 (YE2023 values) of form 86...
DoninGA I called TurboTax and, after being on hold for only five minutes, spoke with an agent. We were both baffled about why the distributions were flowing to ...
dmertz yes, I have the basis reported, and I have a Form 8606 in my 2023 return. I didn't contribute to an IRA in 2023. And I answered the follow-up questions, ...
VolvoGirl, I booted up my computer this afternoon (first time to turn it on all day) and started TurboTax. TurboTax installed the latest update, but the problem...