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Retirement tax questions
IF the voluntary $$ were withheld as a part of your retirement or other income.....that should already be part of the tax withholding showing on those forms, and when you entered the data on those forms it was already credited to you and is not entered anywhere else.
Estimated Tax entries ware only used if you specifically made a separate payment, on your own, to either the IRS or the state.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 26, 2022
5:25 AM