“I ran yesterday’s update - it made a huge difference. Looks like I’ll be filing an amended return this year.”
btw, i now STRONGLY suspect that the HRB update from yesterday also contains a significant erroneous side-effect when form 8915-E is used ...
comparing my saved PDF prior to the update with my post-update results, where in both cases i’ve declared part of my IRA distributions as “covid disaster distributions” on 8915-E, the updated HRB suddenly refuses to include my wife’s 401(k) distribution on line 5B on form 1040, whereas it IS included pre-update, even though in both cases i’ve declared NONE of her distribution as “covid disaster distributions” ...
i managed to get HRB to gen a trouble ticket today to bump this issue up to their tier 2 support, and am expecting a call-back next week ...
needless to say, my taxes are substantially less post-update, but i’m 99% sure that’s due to error on HRB’s part in not including my wife’s 401(k) distribution on form 1040 ...
Previous update had given the three year treatment. As near as we could figure - and I didn’t drill down - it looks like this one didn’t allocate any of the distribution to taxes this year - the difference seems to line up with the taxes withheld.