Level 15

Retirement tax questions

Note that doing direct form entries in the forms mode will void the TurboTax accuracy guarantee because only the interview mode will tie all the proper forms together and do some of the error checking.  You are on your own in the forms mode to know what you are doing.   The forms mode is very useful to view entries, but should not be used to make entries unless you know what you are doing - it is very easy to do or miss something in the forms mode that the interview will not allow you to do or miss.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**