- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I enter the amount in box 5 correctly. But then 4 screens later, there is a Question asking how much of the amount in box 5 is insurance premiums. The entire amount is premiums, so I enter that total again, and when I'm finished with that financial institution's income, it comes back with a "Needs Review" red button. When I go to review it, it's the same Q which is now blank. I've spent several hours on the phone with TurboTax reps, and finally last night someone told me that there is a glitch with the online version when entering an OPM 1099-R, which ours is. So until, and IF, it's fixed, I can't complete my taxes using TurboTax unless I want to download the program and re-enter everything! To say I'm annoyed is an understatement!
March 12, 2025
9:58 AM