Hi Folks,
I have three annuities with New York Life which generate 1099-Rs. In each of these accounts, the IRA/SEP/SIMPLE Box is UNchecked. Yet, Turbo Tax wants to call these accounts “Retirement Accounts” and to require a minimum distribution. They are not “Retirement Accounts” according to New York Life.
It would be a lot easier for me to text you questions and, then, have you text me back whenever you can rather than waiting for a call-back.
When I come back to continue my return, why do I have to always review my personal information? This information does not change from day to day.
I believe that you should have a button on each screen labeled something like “Store and Continue Later.” I realize that it stores immediately; but, as it is now, it has me going back each time that I sign in and checking to be sure that it did this the last time that I signed out.
Why do I always get the efile screen even though I haven’t decided if I want to use it?
You spelled my name, “Edward Earl Weir Ii.” I am Edward Earl Weir the Second. That is a roman numeral two (II). It is two capital eyes.
When I accessed the direct withdrawal from my checking account for my state taxes, it suggested that I use 4/30/2018 for the withdrawal date, which would have been a disaster. I wanted to print out a copy to check my inputs before I efiled. When I got ready to efile, I couldn’t get back to this screen.
It didn’t ask me about the fees for these various brokerage accounts. There is a slight possibility that I may have been able to deduct them.
-Edward Earl Weir II,
[email address removed]
