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Thanks so much for responding.In this case, the taxpayer has 2 jobs and had the maximum taken from Job #1 and $5806 more taken from Job #2 which is in Box 12-D....
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Client's tax advisor told client this would not be taxable, like a backdoor Roth. But I cannot make that work. The nondeductible contributions still must show u...
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Yes, I had tried that repeatedly and got a critical diagnostic. BUT when I changed to '7' apply to whole refund, no estimates and set estimate options to '1' it...
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Client paid 1040 balance due. Amended return causes an overpayment which the client wants to apply to 2021. Screen 59 check box does not work. Overpayment is st...
