Anonymous
Not applicable

Retirement tax questions

After several, separate discussions with TurboTax "help" I was finally able to locate CSA 1099-R, which is what I needed.

After manually entering my "federal" return information I completed the "state" return information only to be advised by TurboTax I OWED the state a substantial amount, and was asked if I would get this paid by April 18. The only problem with that is my state does not tax federal retirement. The "help" I was speaking with advised me to contact the IRS, which I am going to do as soon as the weekend is over. 

I can't wait to here the IRS advise me there is nothing they can do since it is a TurboTax issue. My guess is I am done attempting to use TurboTax to submit my tax returns since it is in gross error for my scenario.

 

User beware.