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Retirement tax questions
Using TurboTax software, I indicated that this withdrawal was rolled back into the Beneficiary SEP-IRA per CARES Act, but that didn't impact my Federal Refund value.
Only when I deleted the value of original 1099-R did the refund go up. Thus, I'm interpreting that the TT software was erroneously not subtracting out this re-deposited RMD.
Any other suggestions? Is there a way to communicate with TurboTax about possible bugs in their software without having to pay for the privilege of speaking to their "tax experts"?
‎February 19, 2021
6:20 AM