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Retirement tax questions
Thanks for getting back to me so quickly George. I am using the Premier on-line version on a PC. I saw nothing like that at all. I did get a question "where is your distribution from" and selected "none of the above", but when it gets to the NJ state form the explanation seems to imply that I selected "general" and need to select "none of the above" for TT to use the same federal (non-taxable) designation. I've gone back and selected "none of the above" multiple times, deleted my state info to reload it, etc. and it never works. I'm trying to get the broker to change the 1099-R box 7 to "Q", but not sure if they will/can. It is qualified (she passed in 2012 and opened it about 7 years before that). I know I can file a paper form with the correct info but would rather not have to.