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Retirement tax questions
We are happy to inform you that we had an update to our system on 3/4/2021, that should have resolved the rejection issue that some TurboTax Customers were experiencing. We apologize for any inconvenience this caused and appreciate your patience as we worked to resolve your issue.
In the event that your issue was not resolved, I am including help articles to review that may be pertinent to your situation.
Help Articles:
Is an inherited IRA or retirement plan taxable?
How do I enter a backdoor Roth IRA conversion?
I receive a mandatory inherited IRA distribution
Where do I show income for an inherited IRA
If you’re using TurboTax Online, it’s been updated automatically. Just sign in and you can continue working.
If you’re using the TurboTax CD/Download Software, download and install the latest update. You can do this through the prompt when you launch the software or by following
If you’re still having trouble or there’s anything else we can help you with, feel free to give us a call.
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