BillM223
Expert Alumni

Retirement tax questions

You are correct, the screen on the desktop product still says that (I'll check the Online product in a minute). Assume that it reads: "Did you or the pension administrator take money out from the pension...blahblahblah"

 

That is how you get the $3k deduction/exclusion (sorry, I have to be picky about terminology).

 

This is how you get TurboTax to give you a correct tax return. 

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