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Retirement tax questions
box 2 shows the taxable amount is 4165 because that is the amount the employer contributed and I will have to pay taxes on it when I withdraw but since it is a direct rollover I shouldn't have to pay on it right now- at least that is what my Financial Advisor is telling me. If I change box 2 to a Zero then I get a refund. If I put in the 4165 for box 2 then I owe. It is about an $800 spread and I don't want to have to pay taxes on this money twice!
‎June 1, 2019
12:24 PM