Retirement tax questions


@bofaman2 wrote:

Thanks so much for the clarification.    Seems like if the 1099R says 7D  (7=normal distribution, D = non-qualified plan) that the software should not ask if it as RMD.   If so, TurboT may want to make a change or otherwise explain.  But I know there is always an exception when you are dealing with taxes.


This has come up and has been referred to the developers every year for the last 10 years and they have not seen fit to change it.  I have given up to even report it anymore.

**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.**