Retirement tax questions


@SweetieJean wrote:

Which state?  Do you owe state income tax?   It may be referring to the payment date for the taxes that you owe. Does the rejection message actually say 1099-R?


There can be a "payment date" on a 1099-R but that only applies to the Foreign Account Tax Compliance Act (FATCA)  distributions.   It is very unusual.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**