@MaryK4Turns out I need to submit an 8606 for 2022 and amend the 8606 basis for 2023. Can I submit a tax return for 2024 with the most up to date basis so I can...
I can’t find my 2022 tax return and my CPA won’t return my calls, so I have no idea if he filed the 8606 for me that year. Should I be safe than sorry, and file...
Thank you!Hypothetically, if I made $4000 worth of deductible contributions to my traditional over a span of 4 years, and had gains of $2000 during that time, a...
I used a CPA to file my taxes for 2022. I can’t find the tax return, but the tax return transcript on IRS.gov shows “IRA deductions” as blank, so I assume we di...
