- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@dmertz and all- this is currently being investigated by our team and I will give you updates as I receive them.
When I was playing around with my own file, I unchecked the box for IRA, continued to the rollover questions and completed them, then re-checked the IRA/inherited boxes. It did appear on my test file to still have the rollover in place, but definitely double check that on your own files if you try to use it as a workaround.
Otherwise I will keep you all posted with this, thanks!
‎February 1, 2021
10:23 AM