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Retirement tax questions
its more about on the turbo tax software.... when you finish all the income inputs... mine is very simple i just have a W-2 and this year b/c i rolled over a 401k plan from a previous employer to my new one... i got 2 1099-R forms (not sure why? i will have to call the group Principal and ask why they broke it up into two roll over amounts, one form had a designation of G and the other GB)
I obviously did not take any of that money out of the 401k to use... but on the income summary screen (when it compares to the previous year) its counting that roll over as income.
‎April 2, 2022
11:44 AM