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Retirement tax questions
I believe TurboTax has a programming problem with Roth distributions this year. I did a withdrawal from a Roth, which was part of my basis. I've had Roth accounts for way over 5 years. The program didn't even ask me the question regarding how long I had held it. Even when I later answered a question saying that it isn't taxable, TurboTax added tax. I did not have this problem when I withdrew a few years ago and submitted my return using TurboTax. I finally gave up trying to get it to re-calculate and used a different software provider.
March 14, 2023
2:00 PM