Retirement tax questions

@kristen-kmiec …… We are aware of that document and are challenging it.    It has not been true for at least the last 5 years in test of those year's software.  Most of us still think it's a significant unintended bug…..Right now, the software isn't allowing it, even though it indicates it might be, but doesn't.   Certainly, someone or some team at TTX may have made a conscious decision this year to not allow it, but so far, there is no evidence that decision was ever made.

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Your link appears to be garbled...but we know which one it is.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*