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Retirement tax questions
It pays to read the IRS instruction for the forms you will be filing, particularly Form 1040, even if you are using TurboTax to prepare your tax return. The What's New section of the Instructions for Form 2022 Form 1040 addresses this change, among many others. In general, having TurboTax mention all of the many changes from year to year would likely cause more confusion rather than less due to TurboTax's history of poor wording of text in many areas.
‎February 23, 2023
6:57 AM