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Retirement tax questions
I believe yours is the best reply (so far)! Thank you very much! Much better than the $400/hr the tax lawyer charges!
I just finished reading all of the Form 1096 instructions and it didn't address any payment information; as I read it, its only purpose is as a cover sheet for form mail submittals to the irs.
Also, since 8% was already withhels from the total of $10,293 to me, shouldn't I only pay 14% (=22% - 8%) of that amount to the IRS, = $1,441.02?
Just between you and me, I have time to determine what action/filings I will make, taking into account the advice my divorce attorney gave me (not to file 1099R).
To be continued . . .
‎October 23, 2024
4:30 PM