Retirement tax questions


@bobweissman wrote:

Granted the workaround is trivial, but first you have to know about it. I see I'm not the first or last to come here asking about it.

 

Changing the logic should be simple. I'll wager there's something like a

if (! ira.inherited) { AskWhereTheMoneyWent(); }

conditional in there which could be disabled for TY2020. And if I'm wrong and it would be not so easy to change the code, some text on the relevant step-by-step pages could instruct the user how to handle this. It would have saved me some head-on-keyboard bashing.


I agree and reported it a long time ago but no reaction so far.

 

BTW - good to see you back "RJS".

**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.**