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Get your taxes done using TurboTax
Pretty poor customer service on TT's part since like you say this comes up every year and is obviously a common scenario on 401K rollovers. As discussed in the thread I started about this last year, it would be a very simple fix to implement by adding one or two questions to the interview process, since TT will calculate everything properly if you manually edit the backend worksheets. All they would need to do is add one or two questions to the interview and have that update the worksheets accordingly.
‎January 30, 2024
7:25 AM