RLH7715
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Thank you for the response. I still don't understand why TT is not carrying forward the amount from 2023 so that my basis is properly updated based on my input ...
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Further to the above when I go through the the step by step review for my spouse it doesn't even ask for their basis it just says my MAGI is over the limit for ...
Activity Feed for RLH7715
- Posted Re: TT not carrying forward prior year basis in form 8606 on Retirement tax questions. March 17, 2025 9:06 AM
- Posted Re: TT not carrying forward prior year basis in form 8606 on Retirement tax questions. March 14, 2025 8:45 AM
- Posted TT not carrying forward prior year basis in form 8606 on Retirement tax questions. March 14, 2025 8:27 AM
- Cheered Re: Inherited IRA RMD non qualified beneficiary required distribution calculation for dmertz. March 2, 2025 7:44 AM
- Posted Inherited IRA RMD non qualified beneficiary required distribution calculation on Retirement tax questions. March 1, 2025 9:19 AM