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Retirement tax questions
Thank you for your replies, if I go the 4852 route as I'm sure betterment will tell me my 1099-R form is correct, do I then change the 1099-R to what it should be? In that I'll put 585.87 in box 2 and check taxes have been calculated?
Thank you a ton for your help, spent 4.5hrs trying to talk to Turbotax today, I keep getting level 1 customer service reps who can't help me and they transfer me to another level 1 service rep. I'm livid with Turbotax's support.
‎February 22, 2021
7:30 PM