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Retirement tax questions
I am pretty confident this is a software bug. Tested with imported W2s, and got no prompt to verify info and no 8959. Tested manually entered W2s, and got prompted to verify medicare figures, but got no 8959. Interestingly, went back and added $500 to the medicare tax withheld and got no prompt to verify, and still no 8959. Tested with both sets of W2 figures combined on one fake manually entered W2, and the 8959 generated successfully, but that would not stand up to an IRS electronic audit. Humph. Now I can't get Turbo to generate a 1040X for me to get back the extra funds because none of my figures have actually changed! Double humph.
‎April 13, 2024
2:14 PM