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In PS Home Base add a column for age or birth date. Sort them by clicking on column header. Highlight the ones that meet your criteria, 50 and older. Control Pr...
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Nothing to override, Sky. The exclusions for each person ARE 50k, but the income cliffs are 100k per person for MFS. That is what the law says.
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I wouldn't waste too much time getting Intuit into it.
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I don't believe it has an annual chart of annual deductions, but it might have an accumulated box and current year box. S corps have NJ Sch S, which adds back t...
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I report both in Other Income, line 8. i.e., Gross distribution $10,000 Less non taxable portion $-9,000
