hwm
Level 2

Retirement tax questions

All I can say is be careful.  I have a copy of H&RBlock also and there is a slight difference between H&RBlock and TurboTax in the calculation of the line 10 ratio of Form 8606.  The IRS instructions for that line say to round the ratio to "at least three places."  Block rounds to three, but TurboTax rounds to 5.  Those two decimal places may not sound like much but depending on the size of your after-tax contributions, the value of your IRA, and the size of your distribution they can make a difference.  They did for me.  I owe less with TurboTax.