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Retirement tax questions
I think I see where the bug is. They are using 71 1/2 as the age and not 70 1/2.
They fixed the original bug on 3/11 but created a new one.
My test screen shots used a DOB of 1/1/1949 and you are 11/1949.
Edit the personal information and and change your DOB to 1948 and you should get the question. Fill out the rest of the 1099-R and then change your DOB back to the correct DOB. That will not affect the tax return in any way - it is just to get TurboTax to ask the correct question.
You will need to deleted the 1099-R first to reset it.
**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.**
March 14, 2021
1:31 PM