cleared out taxable amount on CSA 1099Rs, calculations went wrong in Get your taxes done using TurboTax
Is anyone else having issues with 1099 R in Turbo Tax Home and Office 2025? I cannot enter a 1099 R or transfer a 2024 return that had a 1099 R included. in Get your taxes done using TurboTax
For Charitable Donations I carried over the names of the charities from 2024. Next to the name of each charity it states "Needs Review" but when I click on the line it does not permit me to update the donation amount. Same issues for 1099R carryovers." in Get your taxes done using TurboTax
CSA1099R OPM lists a taxable amount on box 2a. OPM calculated this amount based on the original annuity using the Simplified Method age factor of 310, Turbo tax use 210 in Retirement tax questions