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After you file
Amy,
Thank you for your response.
Box 7 shows G. I rolled the entire 401K to two Equitable Retirement Service Solutions Traditional IRAs.
It does not show any tax liability that I can see. I looked at the Tools - Tax Summary - in my amended return and it still shows the refund of $9028.
2023 Turbo Tax in the amend it showing 0 Fed and 0 State refund when doing the amend.
Is that normal? All I did was add another 1099-R form.
‎April 15, 2024
4:59 PM