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Retirement tax questions
Hello!
Thanks so much for your quick reply! I do have the desktop version and have entered the amount based on what I have received for the 12 months - I am confident that I have the good estimate! I think I just need to enter the withholding about in the box: 4? Would that be correct?
I was told earlier to enter a code in box 7, so I entered 7 for Normal Distribution. Just a quick question about box 2b as there are two boxes:
"Taxable amount not determined" AND
"Total distribution"
Not sure what that is but was advised to check - do I check one or both? This is for my 403b monthly withdrawals for the last year. Many thanks and happy holidays!
‎December 24, 2024
1:15 PM