Retirement tax questions


@barryberkov wrote:

   It's best to go through the step-by-step dialog. 


Not only is is it "best" - it is the ONLY supported way.    Using the forms mode to enter data voids the TurboTax accuracy guarantee because the forms mode depends on *you* to know exactally what you are doing and to properly link associated forms and do your own error checking - all of which is done for you in the interview mode.  The forms mode is intended for error checking and to see what is actually on various forms.  

 

 

**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.**