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Turbo Tax is forcing Military Retirement Pay as a Qualified Plan and penalizing for RMD
Turbo Tax is forcing Military Retirement Pay as a Qualified Plan and penalizing us for the RMD for which they are not required. Selected Non Qualified and it still is doing this because of age I suspect. There are no other options to fix it. Already deleted and reentered. Everything is selected correct. After entering the info and the nonqualified it takes us to a screen where we HAVE to select either 403b or qualfied plan to progress. HELP! There must be an error in the software!!
March 9, 2025
4:05 PM