To be specific: incorrect amounts getting added to taxable income that should not have if software was functioning correct. In 2022 left 2 different employers and took what was in my retirement accounts and did a direct rollover into a traditional IRA; I did not recognize until now having just received a NYS Audit letter that these amounts were added to my taxable income; I went back and reviewed my return and I see I entered in all my 1099-R information correctly including box 7 with a code G that indicates this was in fact a direct rollover, but even when I attempt to amend my taxes using TT software the problem persists and continues to add these rollover amounts into my taxable income for both federal and state. I spoke with a TT expert and even she could not resolve the issue and said she would work on it more and call me the following day but then I received an email from TT with my case number immediately after hanging up with her that said "Turbo case # ........ has been closed" but the issue hasn't been resolved and I only have a short window to correct this before I am outside the 3 year time frame to amend my taxes
posted
last updated
December 02, 2025
9:22 PM
