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Retirement tax questions
@SteamTrain Still working on this, but I did want to check in with you. I do get the same result, but in my testing I noticed that it seems to happen specifically for me when box 2a is checked for "Taxable Amount Not Determined". If I uncheck that box and put $0 in box 2, the penalty seems to go away. This may or may not work as a workaround, let me know if it does and if you get the same result in TurboTax Online. Thanks!
‎January 23, 2021
9:32 AM