Alabama RS Form 2023

Forum|Forum|2 years ago
February 25, 2024
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Roth Conversion taxed in Alabama RS form even though basis exists in the Trad IRA. No tax on the federal.

Best answer by DanaB27

I seem to have the same issue as dougreed67, how do I fix this?

You will have to review your entry on the “Some or All of Your Distribution is Taxable” screen during the Alabama State interview:

On your Alabama return click “Update” next to Income.
Continue until the “About your retirement” screen and click "Edit”.
Continue to the “Some or All of Your Distribution is Taxable” screen and edit the amount next to Taxable Roth IRA conversion (should match line 18 of Form 8606).

@Cana140

dougreed67Author

Note: RS form is new in 2023

DanaB27

It would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online:

From the left menu select Tax Tools.
Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

The instructions for TurboTax Download:

On your menu bar at the very top, click "Online"
Select "Send Tax File to Agent"
Click "Send"
The pop-up will have a token number
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

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