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Thanks! I looked at the 1099-R codes and I see this is the "P" code. So I can be aware of it when I receive the form next year.Appreciate the input.
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So this is my concern.How is this reconciled on the tax return? My research indicates to include it on the 2021 tax return, but the 1099 is going to show 2022.H...
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In 2021, a client made a contribution to a ROTH IRA when he did not qualify to make the contribution.Return is on extension. The client had the excess contribut...
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Thanks, this was my original thought, glad to have some confirmation.
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I have a trust return that is final. There are excess deductions included in Box 11A of the K-1.The beneficiary is another trust.I did an export of the K-1 from...
