81rxv1te
Returning Member

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!