susielane
New Member

Retirement tax questions

TurboTax cannot handle an OPM 1099-R.   I have used Turbo Tax for several years and I always spend more time on this entry than the entire form.  Even if you get past the "needs review" stage (which sometimes magically goes away), TurboTax will NOT use the correct taxable amount.  They will use a slight lower amount than that in box 2a resulting in you paying less taxes than required.