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Retirement tax questions
The administrator supplies to you (him) tax documents.
Enter the tax documents into the software.
You don't have to explain anything.
You probably have a 1099-R and 1099-INT.
Due to 2024 TurboTax issues/bugs.
to avoid wrongful penalty, for each 1099-R, tell TurboTax that the distributed amount is the calculated required amount.
P.S.
You can use TurboTax to attach an explanation and still e-FIle if you feel compelled to do so.
‎April 21, 2025
1:26 PM