@gbuchai wrote:
The 1099R was finally overridden to input the amounts in line 4b. This is a programming flaw that TurboTax must fix.
The other critical issue is that it was impossible to get a live person by phone at TurboTax after 15 tries. This was totally frustrating. The auto system was not able to input my email for verification. I am totally disappointed.
Is there a way to send TurboTax an email to answer questions?.
There is no known programing flaw in that area - any flaw would have been discovered months ago. Overrides void the TurboTax accuracy guarantee. The taxable amount on line 4b depends on on the 1099-R box 7 code and the box 2a amount AND how you answer the 1099-R interview questions.
The fact that you said "override" suggests that you are using the desktop version so I hope you entered the 1099-R in the interview and not directly in the forms mode which also voids the accuracy guarantee because only the interview will link all necessary forms and worksheets.
What exactally is wrong with line 4b? And why do you think that it is wrong?
What is the box 7 code? What is in box 2a, Is box 2b checked? Is the IRA/SEP/SIMPLE box checked? Is anything in box 5?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
