Under the Analysis & Advice tab, Income Analysis page, there is a error in the information displayed. While my spouse actually turned 72 in 2022, the Tip displays her turning 72 in 2023 .
Therefore the Tip advising her to take her RMD by April 1, 2024 is incorrect.
The tip should be a reminder for her to take the RMD by April 1, 2023.
The correct birthdate was entered in the personal information screen and appears correctly on the Tax Returns generated.
While this doesn't affect the tax return preparation, this advice could result in a 10% penalty to a customer for taking the RMD late. This bug should be fixed.