I have the 2023 Deluxe Fed software so I can just buy the 2023 state (California) ???You agree that I don't need to amend Federal return?You agree that Treasury...
Hi DanaB27I think I've gotten everything done with the 2022 and 2023 amended tax forms but on working on the 2024 filing I've entered the 1099-R for the Roth di...
Thank you so much DanaB27. You were SO helpful !!Just to recap to make sure I have it straight:Amend 2022 tax form (1040-X) with the Roth contribution for that ...
Correct, I had no way around recharacterizing the contribution !!So I don't need to do anything with my 2024 filing? Just amendment the 2022 and 2023 flings?But...