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Retirement tax questions
Just wait until Friday, or Saturday....then edit the 1099-R form(s) that are presenting a problem, and re-answer any follow-up questions. (No promises though).
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What happened? Well, for this year they completely rewrote the follow-up questions concerning 1099-R forms and RMD amounts, to supposedly fix some minor issues in the follow-up questions. But the rewrite adjustments just made many things worse...so, sometime in late Feb, they supposedly fixed them, and screwed up part of the Q&A again.
Maybe rigorous testing with actual users before the start of the season was skipped???
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 18, 2025
4:04 AM