I am trying to input my ****-R info for **** but took it for the previous year and is...

GetHuman5052594's customer service issue with Turbo Tax from July 2020

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The issue in GetHuman5052594's own words
I am trying to input my ****-R info for **** but took it for the previous year and is asking me about year ****'s ****-R. I re-entered the ****R info for year **** and each time the amount of tax I owe went up. One of these ****-R's need to be removed, they both have the same information on them. **The system is asking if my Pension Plan is a "Qualified Plan", I said yes. The system is now questioning whether I took the required RMD? Also, what amount of my Pension payment is considered RMD (Required Minimum Distribution. I don't think this applies to me. All I know is that I receive a a monthly Pension check. I cannot go forward until this ****-R and "RMD" problem is resolved so the system does not show me owing more taxes than I do. Being able to get prompt or timely assistance would greatly enhance the Tax Filing experience with Turbo Tax. Thank you for your attention in addressing this problem. I. Lester Patterson

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Turbo Tax

Customer service issue
Reported by GetHuman5052594
Jul 10th, 2020 - 2 years ago
Not resolved
Seen by 10 customers so far
Similar issue to 20740 others
0 customers following this


GetHuman5052594 started working on this issue
Jul 10th, 2020 9:29pm