I have nondeductible contributions mingled with my IRA and now taking my RMD. it is kind of a mess but it can be calculated. The last two years TurboTax did a beautiful job. This time not so much. First I don't think all my files got transferred, although most did. The form 8906 was completely missing, then after talking to rep. she made it appear. But now I have the form but it is not doing the calculations right.
I have spent hours on the phone with this.
Can I hope this will correct itself magically when I turn TT on tomorrow?
How do I even check if all the numbers and data transferred properly from 2022?
I have been using TT for 15 years and never had a problem until now.
Anyone else having similar problem?
I have spent hours on the phone with this.
Can I hope this will correct itself magically when I turn TT on tomorrow?
How do I even check if all the numbers and data transferred properly from 2022?
I have been using TT for 15 years and never had a problem until now.
Anyone else having similar problem?
Statistics: Posted by PinotGris — Fri Jan 26, 2024 6:15 pm — Replies 5 — Views 311