bobscheifele
Returning Member

Retirement tax questions

I don't see these results when I follow the same directions.

After entering the 1099R data and answering the questions, the amount is not shown in 4a, but is shown in 4b which is taxable income.  The total income number on line 9 includes the RMD number because it is in 4b.

IS THERE A CORRECTION COMING FROM TURBO TAX?  COULD SOMEONE FROM TURBO TAX ADDRESS THIS ISSUE.

Several articles in newspapers address the issue when completing the tax forms without computer software.  Namely, they say to simply not include the RMD in 4b and explain that it was a rollover.

TURBO TAX, HELP!!