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 

 

View solution in original post