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Retirement Distribution Done but STILL shows as income
So, we took the distribution from IRA (qualified disaster relief situation) in 2020. When we filed for years 2020, 2021, and 2022 we chose to have the tax split it over those three tax years. Those years of filing is done and was done properly (using the various 8915 forms).
I am getting started on 2023 taxes, and of course the question comes up, and even despite selecting we don't have any repayments owed, Turbotax is still adding this amount in as income on the state return, showing we still have to pay taxes on it. This is false. We already did that. Something needs to be updated.
‎January 4, 2024
12:22 PM