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Retirement tax questions
I've used a tax pro in prior years, so this is my first time submitting via TT. Confused by what is presumably a NJ (state) "Pensions, Annuities and IRAs Withdrawals" worksheet.
Under "Unrecovered contributions: Complete either line 4a or line 4b"
TT is asking for an entry in Part A, Line 4a which is "First year of withdrawal from IRA". Why the heck does that matter, and I don't know if my former tax pro had been filling this out or not. Am I supposed to enter the year I first made a withdrawal. Not sure I remember! Will I need to calculate how much I had previously withdrawn from my IRA? Yikes.
Any comments?
‎February 3, 2022
11:47 AM