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Retirement tax questions
For any tax form you import...it is CRITICAL that you always Edit the form after importing it, to make sure every box is correct. Formatting problems form the imported file can and do happen.
And.....if you "uploaded" the tax file from a picture or a PDF file (as opposed to "importing" from a financial provider)...then that can lead to all kinds of formatting disasters. You should enter manually the tax form instead.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 21, 2025
7:55 AM