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Retirement tax questions
Hi @MarilynG1 ,
I have a question about this line in your answer:
"On the next screen, Did you roll over all of this (Box 1) to another retirement account? answer Yes, I rolled over to an IRA or other retirement account (or returned it to the same account) and select Continue "
What happened was they withheld 10%, so out of the original ~$15,000, only ~$13,500 was rolled over. To clarify, you say to still answer Yes? (I currently have it checked as "No, _____ rolled over less than $15,000".
Thank you for clarifying for a dumdum like me!
‎February 15, 2023
8:13 AM