@fanfareMy original return omitted the 2022 non-deductible IRA and it also recorded the 1099R as a regular rollover. The net result was 0 taxes which was correc...
@DanaB27This worked.... thank you so much. The difference was that I had checked "rolled over all the money" as opposed to "I did a combination..." That allow...
@DanaB27From 8606 shows $6,000 on lines 1, 3 and 14. Lines 16, 17 & 18 are blank. 1040 line 4b shows 0. If I try to edit line 16, it opens the 1099-R but that f...
@DanaB27 Hello again. One more quick follow up… will there be any needed to send an amended state (NY) return? The numbers did not change and I don’t think 8606...