Maybe this isn't a glitch. What do you think?
I set the Individual tax return to maximize a Traditional IRA and to maximize a Roth IRA. The TP qualifies for either type.
It chooses the Traditional IRA.
It doesn't tell me why it chooses the Traditional.
I wouldn't call that a glitch. It'd be nice to have it pop up as an info diagnostic. I'd recommend you post in the Tax Ideas Exchange. Link that post here as a reply and I'll happily upvote it for you.
Why would it ever maximize a Roth? Isn't it just telling you whether the taxpayer qualifies for an IRA deduction? How would it know the benefits of a Roth without knowing the tax bracket at time of withdrawal?
It "chooses" the Trad because it has an impact on the tax owed; it does the math and sees the tax owed was reduced.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.