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Retirement tax questions
@fanfare wrote:
I tried the Online version
A) it doesn't appear to spread the tax over three years.
B) it comes up with a taxable amount after a partial rollover of the distribution that I don't understand.
C) it gives contradictory verification messages about the 1099-R taxable amount box 2a
I have not really played with the online version much other than to verify that a code B will not get the necessary questions. I am waiting for the desktop update for testing.
**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.**
‎February 25, 2021
7:42 PM