- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank you Dana for your reply. That does provide some clarity......I assumed I would need to answer the "tell us more segment" in the software. And I understand that my age likely trigered this event (and also the fact I do receive 1099-R's for other accounts that DO require an RMD). However, it is dissappointing that TT cannot program itself to recognize a flag on my 1099-R (The IRA/SEP/SIMPLE is NOT checked) Us novice and "aged" tax preparers rely on TT software to provide a "comfort level" of accuracy.......not a cloud of doubt and uncertainty. Hopefully TT will read this note and make corrections to their program
Thank you again for you assitance Dana.
March 4, 2023
8:26 AM