Retirement tax questions

The software isn't fully implemented yet.

 

If you are using the "Desktop" software, check for updates on 9 and/or 16 January to see if the weekly update fixes it.  (I usually wait until a day later like 10 or 17 Jan).

 

If you are using the "Online" software, go thru the entry again on 10 and/or 17 Jan to see if it gets set right.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*