Retirement tax questions

You will have the same error with any other preparer.

 

There was new information from IRS Jan 8, 2024

SECTION 601 OF THE SECURE 2.0 ACT

Section 601(e) of the SECURE 2.0 Act provides that these amendments apply to taxable years beginning after December 31, 2022.

 

https://www.irs.gov/irb/2024-02_IRB

It sucks, but support says it will be fixed Jan 31.