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Thanks again for clarifying. And yes, between the 2 employers he had $35,150.22 withheld. I had already completed based on what you verified. Thanks so much aga...
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Thanks for the advice on posting topics.Yes, type error on my behalf. this was an employer provided Roth 401(k). 2nd company took the operating agreement from c...
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Rosario,Thank you for asking this question. I have the same scenario this year from an employee whose employer changed hands and he had excess Roth IRA contribu...
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Yes that was my "bad" so they say. It was an issue with the 5695 form. I was waiting for the 8911 form to update and thought that it affected the 5695 form once...
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Thanks to all for the advice. I actually called Intuit and they did have me do a couple things but the end result was to delete the form and use a fresh one as ...
