Just remind them that it's the "Online" software only.
I didn't see it as a problem with the Desktop software. I just checked again after the recent update.
AND....Yes, the desktop software still asks the question about receiving any of the $$ before age 59.5...but it doesn't apply any penalty to a supposed DFAS 1099-R as long as box 7 is a "7" and you can answer either YES or NO with no penalty effect...since it's immaterial in this situation.
(as long as it's tagged as a non-qualified plan on the next page)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
