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Retirement tax questions
Hi! I finally managed to get my 1099-R in such that it is not an RMD, and it does show up as a Rollover with no taxable amount. The remaining problem is that my broker reversed the entire amount, and my 1099-R shows Federal and State tax withheld. I never had the money distributed to me, so Federal and State tax was not actually withheld. Now TurboTax wants to give me the tax dollars back as a refund, but I don't want to accept them, since I don't think they're due to me. How can I cancel out those withholdings? Thank you.
March 14, 2021
1:44 PM