Activity Feed
- Posts
- Replies
-
Lisa: thanks, but not it was not. I was able to answer my own question. Further down in the 1099R form, there is a section called "Rollovers, Roth Conversions, ...
-
For a 1099R for a distribution amount from a 403(b) plan directly to a Roth IRA (ie, a Roth Conversion), the IRS instructions say to report the amount on Form 1...
-
I think I did not have the correct boxes checked on another form. When I corrected those boxes, the amounts showed up!
-
For 2021, my understanding is that excess advance payments of PTC are to be paid back in 2021 (in 2020 they were waived). However, in the Proseries Basic softwa...
-
I think I answered my own question. Apparently the standard deduction worksheet is only to be used if a person can be claimed as a dependent on someone else's r...