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Retirement tax questions
That was it....the age. I changed my Date of Birth to something that would make me older than 50, and now that option is there for Separation from Service. So, Turbotax is not recognizing that the age doesn't matter if I have 25 years of service as a public safety officer. How do we get this fixed within Turbotax?
Not that you need it, but here is a cut/paste of the exceptions showing that 25 years of service language from the 5329 Instructions:
‎February 3, 2024
9:17 AM