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Deductions & credits
Thank you. That is what I put when I was filling out the interview-style TT but my husband was reviewing the 1040 and other forms and asked why the number on my 1099 was different than what I had claimed - the untaxed numbers weren't adding up. So I did a live chat with my broker/custodian and they verified that they put the correct amount (including earnings) on the 1099-R, but would not tell me what they are going to put on the 5498 in May. They suggested I call their Retirement Services department on Monday, or talk to my tax advisor.
March 23, 2024
4:02 PM