The 1099-R forms I received for my 401(k) and 403(b) accounts both do NOT have the "IRA/Simple/SEP" box checked -- presumably because they are not "IRA" account...
I've resolved my question: I hadn't seen that "what-if" line 39a requires that I manually enter the number of people over 65. I had assumed that entering the ag...
I believe Turbotax online doesn't have a "what-if" function to compare with. In any case, I'm using the Windows download version. And the personal info is corre...
There is definitely an error in Turbotax. My birthdate is entered correctly; I will turn 71 in 2020; but the "Income Analysis" subsection of "Analysis and Advic...
Related question: I didn't take my RMD for 2018 until Sept. 2019. (I am 73.) I already filed my 1040 for 2018 in early 2019. Do I now file a form 5329 for the y...
