Retirement tax questions

Well, I call it a BUG, because in Step-By-Step, there is no indication, nor any warning that an SD sheet is attached.   The users are not mind readers.

 

In sections of the software that have NOT been rewritten in the past few years, the SD sheet would pop up immediately in Step-by-Step when you attempt to make an entry, if there was an SD carried over for that field.  In 2021 Desktop, that SD popup worked immediately in the State Estimated taxes section, but not in Federal Estimated taxes sections, since that Fed Estimates section had been rewritten.

 

(Haven't installed 2022 yet to see what happens there yet)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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