Thank you for your help.
In 2018 my wife filed a 1099R and a SSA-1099. It was prepared by a tax service. on that return line 4a is blank and line 4b has an amount just over 16,000, With her Social Security 5a is filled in and 5 b is filled in also with her taxable amount.
Now here is the problem, her last years Turbotax return , I filled in the 16,00 amount on 4a and the Social Security amount on 5a and when I filed my return lines 4b and 5b amounts were both zero.
Somewhere a mistake was made. Before I file this year, I would like to make sure I do it right. Since it seems to concern last years Turbotax filing, what is the best way to get help with this?
.The other problem was that on my last years [removed], $72 was deducted from my account confirmed by Turbotax and four months of bank statements, The letter from the IRS say they were unable to process, but they did and the money was not returned to my account. I sent out my third letter and documentation to them last week. I hope this time it works.
Thank you
