chuck42
Returning Member

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.