DaveF1006
Expert Alumni

Retirement tax questions

@mjrengaw. This rounding issue you bring up is not relevant. You are trying to make a semantical argument that is a non-issue because the difference is not going to be an issue with the IRS.

 

If it is an issue and there is an IRS examination, Turbo Tax does have a tax accuracy guarantee that if the calculations are incorrect, they will pay all penalties and interest because of the miscalculations. Also, if a client feels uncomfortable with this process, they can request max benefits, which we will represent them in an audit. Either way, we have your back. 

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