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Retirement tax questions
Perhaps I should clarify:
-using TT desktop
-not electronically filing Fed or State – printing and mailing returns
-TT has all the relevant SS income information
-TT does NOT transfer information to Form 40, Part IV, line 5, where the state wants to know, “Do you have income which is reported on your Federal return, but not reported on your Alabama return (other than your state tax refund)? If yes, enter source(s) and amount(s) below:” Instead, TT erroneously checks the box “NO”
-After entering all information, TT does a check for Accuracy, and says Yes to accuracy of calculations, missing information, and errors. Of course, we know that is not true, because TT has incorrectly reported Alabama’s Part IV, line 5.
This is essentially the same type issue TT has on the 2025 Federal 1040, where TT ignores the question “check here if your main home….was in the U.S. for more than half of 2025.” All the relevant information is entered, TT declares it checked for accuracy, but TT fails to populate the check box.
I have no idea if TT is sending complete and accurate information for those who file electronically, and suggest that neither do the taxpayers who do so.