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Thank you for your reply. I understand that the taxpayers are only limited to making $6500 maximum Roth IRA contributions and they did that. I'm not trying to f...
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The Roth IRA distribution #1 shows as a recharacterization from Roth IRA to Traditional. So if they later converted the Traditional IRA to a Roth IRA since they...
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My client recharacterized Roth IRA contributions to Traditional IRA due to possibility of approaching maximum income limit. Since they did not reach the maximum...
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Thanks so much for your reply. He was on his parents insurance for January even though he was also covered by his employer's health plan, so that's what threw m...
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I received the same error message code F8962-070. My client did not use the insurance marketplace either. Did you ever receive a solution? I can't seem to find ...