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Retirement tax questions
I am in the process of preparing my 2023 tax return and came upon this chain of messages. I likewise have an issue with line 18. Based on my situation I know that I must use the worksheet to calculate the amount for line 18. I have been using Turbotax (desktop version) for many years and every year I prepare the worksheet and manually override the amount on line 18. In my situation the rational for needing to complete the worksheet is very straightforward. I would think that Turbotax could use the same logic and automatically make the necessary calculations so that the amount on line 18 is correct.
March 11, 2024
10:19 AM