dmertz
Level 15

Retirement tax questions

I'm not aware of the IRS disallowing TurboTax's liberal use of Worksheet 1-1, but from some of the questions I've seen on this forum I suspect that the IRS has questioned a number of them because TurboTax does not include the details of the calculation in an explanation statement the way some other tax software does.  As far as I know there is no way that TurboTax includes in a e-filing any indication that Worksheet 1-1 was used, so the IRS would have to infer that from the blank lines 6 through 12 on Form 8606.