About gbmtax

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Re: TurboTax not calculating non taxable portion in Roth conversion ...

Resolved.User error. 🙂Answer: TurboTax does not pull from previous year's Form 8606. There are additional questions under Non-Deductible IRA contributions (whi...

gbmtax

Updated Feb 28, 2022
Re: "Form 1099-R: Source Form should have a box checked" What does t...

This was resolved. (TurboTax has become really sloppy with the language it uses.On the detailed entry page, TurboTax asked to "confirm that the type of Form 109...

gbmtax

Updated Feb 28, 2022
Re: TurboTax Premier 2021 for Mac Will Not Open

Thanks! I used the first link (the second link appears dead). The instructions to remove and reinstall worked and the problem is solved.Thanks for your help.

gbmtax

Updated Dec 27, 2022
Solved Re: Return rejected for "potential issue with the calculation of you...

@Taxguy01-- I'm in the same boat.How will we know that an update for this specific issue has been made? Are we suppose to re-file on Mar 6th and cross our finge...

gbmtax

9

Updated Mar 09, 2022
Re: Federal return rejected for potential issue with "Taxable inheri...

Thanks for the response.TurboTax stated in the rejection status, "We are reviewing updates to Taxable Inherited IRA calculations. We expect to have these update...

gbmtax

3

Updated Mar 06, 2021

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Date Registered	‎February 26, 2021 9:34 PM
Date Last Visited	‎February 28, 2022 6:30 PM
Total Messages Posted	14
Total Cheers Received	7

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