- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I entered the information that I rolled over the money from one 401k to another following my husband's death. The distribution code was 4 G. Box 2b said it was not taxable.
Nonetheless, the money was counted as income and raised the amount that I owed.
I don't know a way to correct this if the information is entered correctly, but the program is not treating it as non-taxable.
‎February 22, 2022
3:13 PM