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Retirement tax questions
Thanks for the quick reply. Just verified that indeed Fidelity will never change the "T" to a "Q" even if I prove to them that the account is more than five years old, though it would be a lot better if Fidelity did change it, because I have to file an amended return for 2019. Their advice was to ask TurboTax how to get around this problem or to use a different tax program.
For Massachusetts, even putting 0 in the taxable box doesn't fix it. I have to change the code to "Q."
This is a pretty serious bug for the most popular tax program in the U.S.
‎April 12, 2022
11:16 AM
3,205 Views