macuser_22
Level 15
Level 15

Retirement tax questions

I just tried it with the online version - here are the results.  What are you doing that is different?

The box should not be checked to spread over 3 years.  Preview the 1040 to see that line 5b is 1/3 of line 5a.

 

Screen Shot 2021-05-07 at 8.01.49 AM.jpgScreen Shot 2021-05-07 at 8.02.21 AM.jpgScreen Shot 2021-05-07 at 8.02.29 AM.jpgScreen Shot 2021-05-07 at 8.02.37 AM.jpgScreen Shot 2021-05-07 at 8.02.44 AM.jpgScreen Shot 2021-05-07 at 8.02.52 AM.jpgScreen Shot 2021-05-06 at 7.09.31 PM_edited-1.jpg

Screen Shot 2021-05-07 at 8.19.22 AM.jpg

 

 

**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.**
‎May 7, 2021 8:21 AM
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