pk
Level 15
Level 15

Retirement tax questions

@txrands84 , is this a real situation needing tax discussions or you are just doing "what if" ?  Most pension schemes are qualified  and so the questions becomes  (a) is this really a non-qualified pension scheme ? ;  (b) did you take money out of the scheme  (c) what is your age  and (d) what was the reason  / are you retired  etc. ??

TurboTax I think will ultimately get to these questions  ( and that may affect your tax liability  )  but may be on this particular screen (that you are looking at ) it is just a place holder.

 

Is there more ?