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Retirement tax questions
Hi there -
Thanks for your response! When I add the 1099-R form into Turbo Tax, as it is, I don't get any questions regarding what I did with the funds. It's a disability withdrawal ("3" in box 7) and the rollover was made afterwards by a few days. It assumes the whole amount is taxable because of this. When I change box 2a to adjust the taxable amount, subtracting what I rolled over, it does ask, but I've been told by a live TurboTax advisor not to alter the values given in the form.
Any further thoughts would be appreciated.
Thanks!
‎February 13, 2023
3:39 PM