Michael
Level 3

@The_AntiTax_Man Yes they did. They were fully aware of what software I had. Both the initial tech support contact as well as the “specialist” to whom I was transferred. But even if they weren’t aware of the version of software, it was a program issue, not a question of how it was supposed to be done. I repeatedly told them how it was supposed to work. I even pulled up relevant publications while on Glance to show them why their advice was wrong four or five times.

My favorite recommendations or directions were as follows:

1. Call IRS and ask them what I should do.

2. The Qualified Disaster Distribution received in 2024 had to be filed no later than 2023

3. I needed to wait until next year (2025) to file it.

And more!

Those were my favorites though.