ted7
New Member

Retirement tax questions

I just contacted Turbotax and talked to someone who reviewed the issue with me.  She brought in a specialist who said that Turbotax has reviewed the issue and feels that they are doing it correctly per the IRS rules.  I discussed the various issues that I saw in this blog and she said she will pursue it farther.  At this point there is no fix planned, so I am continuing to paper file with the override on the 1040 WKS.