dmertz
Level 15

Retirement tax questions

It's a design feature of TurboTax to allow the user in step-by-step mode to jump from topic to topic at any time.  Unfortunately, this allows users to misuse TurboTax by bypassing areas necessary to complete their tax return.  If have asked for TurboTax to flag an error for a blank traditional IRA year-end-value entry when TurboTax is reporting a nonzero amount on line 7 or 8 of Form 8606, but that suggestion was ignored.