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That's fine and dandy except that if you don't report it the software will not add it to the ROTH basis that's retained in the historical information. I know th...
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In that case, does it meet the requirements for the Credit for Qualified Retirement Savings Contributions?
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Thank you for that link. This page does not mention the "does not conform" part. I appreciate you taking the time to answer.https://www.ftb.ca.gov/file/personal...
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Taxpayer and Spouse are both in mid-50s. Husband has lots of W2 income, spouse has no earned income. No retirement plans at work.Both contributed Max to their I...
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Partnership pays matching 401K amounts on behalf of their partners. I understand these are considered Guaranteed Payments to Partners. When you enter them on th...
