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The tax payments screen doesn't actually have something to enter other than withholding that I can find.I could enter it as an additional estimated tax payment,...
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Yes, I know that if it's a 2025 1099-R for excess contributions in 2024, I know the earnings on the excess contribution has to be reported as income for 2024. B...
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I have a client who made an excess contribution to a Roth IRA and so they withdrew it before the tax deadline and got a 1099-R with distribution code P.My under...
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She could still do the conversion, but a portion of it would be taxable income.
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This is now possible with the updated design. This idea can be closed.
