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Just confirming that swapping out a year for the credit is acceptable
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I want to ammend a 2020 return because the american opportuniy credit was only 169 and take the lifetime learning credit for that year. Then I could take the am...
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Can I amend a prior year to remove the American opportunity credit and take the lifetime learning credit for that year so that I can use the 4th year of the Ame...
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Maybe I'm doing something wrong, but there is no place on page 2 of the 1099R worksheet to roll over the annuity.I tried to use line B1 but that does not roll t...
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I'm using proseries and have a client who received a 1099r with a code 7D.Gross amount 133615. and taxable amount 33984. (total distribution).The total distribu...
