(1) OPM 1099R Distr Code (Box 7) contains "7-NONDISABILITY". Your option is "7-Normal Distribution". Tax computation doesn't change, but confusing. #2# OPM 1099R was obviously for an annuity/pension, but I was required to answer questions about RMD after entering data. #3# OPM 1099R has "UNKNOWN" for Taxable Amount in Box 2a, but TurboTax allows only numerical entry, but instructions state to enter info exactly as on the form, which can't be done. The software later claims that none of the distribution is taxable, but the indicated refund amount doesn't reflect that assertion. I entered the taxable amount later and all was well. #4# Would like to have option to save or print the "Your Returns Have Been Sent" window.
Thanks for your thoroughness and attention to detail. I'm too old to deal with the insane complexity of the tax code without help.
I've used TurboTax for a few years and find it very easy to do. I used to be capable of doing and filing a paper copy but some of the worksheets are insane and I have no clue what I'm doing on them. I appreciate TurboTax doing all those hairy calculations and providing the bottom line.
What's great about it: easy to follow and thorough