Trabia78
Returning Member

Retirement tax questions

Yes, I entered the amount of the 401K withdrawal and also the amount of the IRA.  If I enter Code G and click the IRA box in the Form 1099-G, then our AGI is down to our gross social security wages.  But if I enter the number 7 and do not click on the IRA box, then our AGI goes way up and our SS check will go down.  Yes, I clicked Continue.