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Retirement tax questions
@beyondthebox Completely agree. That rounding causes me a headache every year trying to balance things out. If I read the IRS instructions correctly, I think the rounding off is supposed to be optional, as long as one is consistent throughout the forms (https://www.irs.gov/instructions/i1065#en_US_2023_publink11392vd0e1688). They suggest rounding to make it "easier", LOL... If only it could be done more smartly in TT. Perhaps it would help if they round only top-level categories as they are documented on the forms, instead of separate entry lines. I believe this is what creates the discrepancy. When rounding off every item separately, and then summing up, the total for that category ends up wrong... and then this stacks up with multiple categories. If you ask me I'd disable rounding altogether, so things can always perfectly match with the books.
I doubt anyone from TT would care though. From what I've seen (up to last year) the desktop software has not been improved ever since it was created many years ago, they only have minimal updates for changing yearly requirements. Now they created EXTREMELY expensive online versions... and the less expensive "Assisted | Business" version doesn't even include all states, so it is useless to me.