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I'm not too surprised that the software doesn't track this. I suspect at some point in the future it will. In general if ProSeries doesn't do it right, then eve...
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What's the taxpayer's age (or spouse's if applicable)?
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I don't use Outlook. At some prior point in my life, an improperly configured Outlook would send attachments encapsulated in a file called winmail.dat. The file...
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You don't state filing status but I'm guessing it's below the filing threshold. See page 13 (PDF page 19): https://www.tax.virginia.gov/sites/default/files/vata...
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Taking a step back, did the inherited IRA qualify for the RMD waiver? Scroll down about 60% for the Limited Relief section of the article, including an example:...