- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I'm thinking it should be taken care of Automatically
BUT only..IF...you properly indicated the proper LA distribution amount when you entered yoru 1099-R in teh Federal section.
When the follow-up page asked "Where is This Distribution From? ....you should have selected the 4E selection...and then entered the distribution amount in one of the boxes below....if you entered a zero either there (or in box 16 of the 1099-R), then zero is exempted. The proper box 16 value, or Distribution amount is the same as box 2a of the 1099-Rm if 2a has a valid positive number in it (Likeley the same as box 1)
________________
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 16, 2023
9:53 AM