geo1
Level 2

Retirement tax questions

@AmyC , @KrisD15 If IRS instructions are that the form doesn't need to be entered, then the turbotax software should say so.  The interview questions don't indicate this.

 

It is a frustrating dodge putting responsibility on the user to work around the turbotax interview by ignoring prompts for entries without giving the user some direction on when/why it is appropriate to do (really the software should take the entries and then decide since that is the purpose of having tax software).

 

Only after seeing it listed as taxable did I go searching to see this.  Had I not thought it odd I would be on the hook for the difference.  

 

Let's not sugar coat this, this is a bug  and should be fixed.