General Discussion
In reply to the discussion: Half of Older Americans Have Nothing in Retirement Savings [View all]llmart
(15,536 posts)My first job out of high school was at a law firm where the head attorney also offered a service to his clients where we would do their tax forms. He told one of the older women to train me on doing taxes and that's where it started. I kept up on it all these years and did our taxes and some years there were quite a few oddities that I had to deal with. I have a quick story about that. There was only one year when I decided to use H&R Block for personal reasons. It wasn't a particularly difficult tax situation that year but when I picked up the forms I immediately went home and checked them and she had made two glaring errors on my federal and state. There had been a new state regulation and she hadn't even taken that into consideration. When I told her about it she didn't even apologize nor did they offer me a lesser amount for the crappy job she did.
And this is why I do my own! I've never used Turbo Tax.
My first RMD is next year in 2020. Of course I know I have until April 1, 2021 to take it.