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Retirement tax questions
The update that was sent on the 20th may have fixed one RMD problem, but it created a doozy of another one. There are too many of us with an issue related to the distribution code of 4D. Our distributions are from an inherited non qualified plan, but when you go through the screens, you get to one that asks if your plan is a 403b or another qualified plan. We cannot answer that question because our plans are non qualified. We have reported this, but all we get is someone telling us to delete the 1099 and re-enter it. IT DOESN’T WORK!!!!!! The 4D distribution code triggers the wrong thing in the TT software. This needs to be fixed. None of us can complete our forms because of the issue.
March 6, 2025
2:40 PM