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Retirement tax questions
(Since TurboTax isn't ready to actually file it correctly, because they're missing the 8915-F)
To get the correct amount I just temporarily added the 1/3 of the withdraw that'll be taxable income, for this year, as a 1099, so the software doesn't see it as a penalized normal 401K withdraw, since TurboTax isn't prepared and calculates it incorrectly when entered as a 401K withdraw, as of Jan 31, 2022. Later, when they are actually ready for the 8915-F, I'll go back in and delete the 1099 misc, and enter it correctly. But this gives a good idea of taxes due, approximation.
‎January 31, 2022
10:37 AM