TTUserfromCA
Returning Member

Retirement tax questions

Thanks, @jimmythefung. Do we keep everything else blank except for 1, 2a and 7? All boxes, including 12-14 should remain black as well, correct?

And 1 and 2a have the exact value of what I requested Vanguard to send back to me in the LOI. and 7 should be "P". Thanks so much!

Btw, I did see the comment about the release on April 5th. I tried and there remains 1 error on 12b when I run the Review... When will TurboTax fix this today? Is it perhaps later on April 5th and should we try again at night (PDT)?