- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Questions related to a 1099 are not auto generating the relevant Worksheet/Form.
Spouse has Edward Jones IRA that takes monthly dispersal. I have a Simple IRA that I took 2 withdrawals last year. We are both in our 60's and do not receive Social Security yet. Both received a 1099 related to our withdrawals. Neither IRA was inherited, rolled over or put into an health account. Yet, per TurboTax, there should be a Form 4972 and attached to our return. This is a programming error where the answered questions should auto generate any required Worksheet or Form, including said Form 4972/Form4972lnd. Please fix and include in the next Update.
Kim Hawk
March 10, 2022
7:57 AM