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March 8, 2024
Question

PA 40 Retirement Income - Code Not Saving

  • March 8, 2024
  • 1 reply
  • 0 views

Over the past several tax seasons, I've been noticing that Turbo Tax is not saving the retirement code I enter for my 1099-R income. The program will accept the code, adjust the amount owed, and print the form, but fails to save the code upon quitting. The workaround has been to re-enter the code when re-opening the program, which is proving a bit tedious.

Just though I'd mention it.

    1 reply

    AmyC
    Employee
    March 8, 2024

    There are a few select screens that the programmers deem extra important that requires the entry each time. While it may be tedious, it can be a help if you incorrectly checked it.

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