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I'm trying to figure this out for a client, too. It will allow the conversion if the box IRA/SEP/Simple is checked and it populates on Form 8606. Otherwise, I d...
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I believe it's not working for you because the form needs to be corrected to show code 7 or 1. If it has a code 1 make sure box 2a shows 0 as taxable amount.
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Interesting... I received a rejection today after selecting no coverage through marketplace and attached ACA Explanation.In your situation, you did it the way I...
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Is there a form or worksheet where to enter excess contribution to 401K? My client has two jobs and contributed more than $23,500 (TP is under 50 years) between...
