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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.*
‎January 4, 2025
8:30 AM