Retirement tax questions


@fanfare wrote:

@macuser_22 

I tried the Online version

A) it doesn't appear to spread the tax over three years.

B) it comes up with a taxable amount after a partial rollover of the distribution that  I don't understand.

C) it gives contradictory  verification messages about the 1099-R taxable amount box 2a


I have not really played with the online version much other than to verify that a code B will not get the necessary questions.  I am waiting for the desktop update for testing.

 

 

**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.**