WI Schedule U issues
WI Schedule U does not seem to work properly in Turbo Tax. For a retired person doing Roth conversions in 4th qtr. only. I don't believe Turbo Tax asks anything about the Q1 thru Q4 income. I typically use just section 4 of Schedule U. Turbo tax really did not fill any of the schedule U out (or ask questions). This Turbo tax seems to not being set up for inconsistent quarterly income. And the final straw was it did not send the Schedule U and explanation when electronic filing. The waiver section of Turbo Tax Schedule U is very confusing. This should be better it causes me some big headaches. Turbo Tax wants to calculate that you owe penalties automatically. Section I says must be filled out but the WI DOR said in my situation it doesn't have to be filled out. WI Schedule U instructions are just as crazy confusing so I don't know if that's a Turbo Tax problem. I still expect better.
