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Retirement tax questions
This is what I had to do. The turbo tax still need to detect this error and consideration. If the roth is 100K and trad is 10K, the turbo tax did not flag the situation or handle the 1 form 1099R, the turbo tax would mistake to calculate roth tax on 110K instead of 100K with about 2000 and nobody knew. I had this case 3 years ago which I did pay more tax because turbo fail to flag the different condition of box 1 and box 2a. It is a fail of turbo tax promising.
‎February 28, 2022
6:33 AM