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Retirement tax questions
Well Don, you are wrong. Please look at United States Court of Appeals for the Ninth Circuit; James A. Picard v; Commissioner Of Internal Revenue,
"The Ninth Circuit, reversing a Tax Court decision, has held that a policeman's reduced disability retirement benefits were excludable from income under section 104(a)(1), because the benefits were not determined by reference to his length of service."
Seems like every year that I actually have to file, since 2000, I've had to present this case law to some IRS Agent or 'Tax Professional" to show that all 1099R reported incomes are not Taxable.
I just can't figure out why these "Pros" at Turbo Tax and HR Block can't seem to figure a way to distinguish between these on their tax programs.
‎April 2, 2024
2:35 PM