@travis716 wrote:
Yes. TurboTax needs to do something because expecting the user to just know to leave it blank borders on negligent.
I still think TT should let the user enter what OPM put on the form. I vaguely recall somebody previously writing that putting words in some of the fields on the OMB 1099 was "illegal" but:
1. I doubt any laws have been passed prohibiting it (so it's not "illegal"), and
2. even if it is "illegal", OMB put it on the form. TT would just be allowing the user to enter what OMB put on the form. I doubt even politicians would pass laws making that illegal.
I don't think it is TurboTax's responsibility to fix OPM's violation of IRS rules. The 1099-R IRS instruction specifically says if the taxable amount is not known then to leave it blank and if not blank then ONLY a dollar amount can go in 2a . It is OPM that violates the 1099-R rules that are published on the IRS web site. But leave it to the government to ignore it's own rules. They think that they are being helpful by providing additional information - that only confuses. Complain to OPM.
**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.**
