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Retirement tax questions
Hi Isabella,
I'm still confused by this topic. I'm a longtime TT user, recently retired, so hitting this question now, which I've
never seen before (NJ state Tax section). So, I need to complete either 4a or 4b it seems, right? If so, then for First year of withdrawal from IRA - all we have is a small amt from my wife's RMD from an inherited IRA - assume this does not count, since they're looking for Roth IRA amounts here, correct? If so, then we enter "$0", I assume, and we're good? Then Part B for second and later years - do we need to complete that, or will TT Auto complete? Very confusing. Any idea why TT isn't loading this figure in automatically? We've been entering it yearly. Thanks.
e.
‎February 27, 2022
3:09 PM