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Hmm, the selection vanished in the new 2024, that's why I went back to your prior advice, and found it.Maybe the updated 2024 will have it. At any rate, thank y...
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Lisa did answer this question on 12-14-21.Go to any client, open his file. Go to Tools > Options > Miscellaneous on the left side.If you choose to not print the...
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Yikes, I'm an idiot, meant just the opposite, it was fully taxable when converted to a Roth. He had taken full deductions each year. He converted 10K in 2024 pr...
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The client converted 10K from Traditional IRA to Roth. The basis is 10K. He simply had little income in 2024, so felt it was a good year to pay taxes on the 10K...
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I too always get rid of the 1040-SR, so that all the returns are uniform. I am positive last year I believe it was Lisa who pointed to a single click that accom...
