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Retirement tax questions
Thank you @MaderGroup87 You described exactly how I entered and the options chosen. I am also using the downloaded version from CD , the Premier version.
In past years I have entered 401K rollovers and never experienced this problem as Turbo Tax knew how to handle it on the Massachusetts State return. I am not sure what happened this year and I hope they investigate as this appears to be a programming defect. We shouldn't have to jump through hoops and find workarounds for a paid product.
@BillM223 what are the next steps and how does this get escalated for a fix? Also, I already paid for the e-filing of the Mass Return. Your recommendation to manually file is not acceptable unless I get refunded for the e-file charge.
March 19, 2022
2:26 PM