Hello and thank you VolvoGirl!
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?
You suggested I make an entry for box 7 code : I entered 7 for Normal Distribution. Just to be sure, that is for my 403B monthly withdrawals? {BTW age > 59-1/2 so no penalties?}
Just a quick question about box 2b as there are two boxes: {you asked me to check}
"Taxable amount not determined" AND
"Total distribution"
Not sure what that is but was advised to check - do I check one or both?
I see the box 4 for the Federal income tax withheld. Since I see from my retirement the 20% being held, I sent ahead and estimated.....I hope I got that one right!
Many thanks for your quick and thorough replies as appreciate it. As you can tell I am not a tax savvy person but will learn more one day! I will have more Q's one day when I return back to Canada...
Happy holidays!
