caffeyw
Returning Member

Retirement tax questions

If you have an indirect rollover do NOT efile.  Intuit has an issue where it doesn't efile a correct return with indirect rollover.   Basically the return is efiled without the correct ROLLOVER notation and the taxable amount box left blank.  

 

When you print copies it will show correctly.   However if efiled,the return submitted will not.  I'm dealing with two years of returns where this was an issue. I requested copy from IRS and sure enough efiled return doesn't match the printed copy.