doneinflorida
Returning Member

Retirement tax questions

Thanks for the clarification - not surprised.  I saw this last year when I first used TurboTax, but didn't question it at the time.  Having done my taxes many prior years with everything on paper, MY final review using TurboTax is to look at the forms.  So, knowing these quirks of TurboTax is helpful to me.  If this isn't going to be fixed any time soon, a note regarding this issue should be added to the interview page as soon as you check CSA-1099-R - just sayin'.  Again, thanks.