81rxv1te
Returning Member

Retirement tax questions

 

Hi there again!  Thanks for your quick reply!  Seems that option does not allow anything to be entered until Jan 11 2025.  Was instructed to go to FORMS near top beside the TT Delux Logo>found form:  1099-R (named it company).  The FORM 1099-R Distibution from Pension, IRA etc appears to be usable for my 403b withdrawals.  Had to make monthly and 1x withdrawals but form was a little intimitdating as I am used to TT presentation.  Looks box 1 AND 2a need to be filled in. Box 7 1st code was entered as "7" for Normal Distribution.  Is that for 1 time and recurring withdrawals?   Does any other box need to be checked?  I can't tell. Many thanks!

 

I almost done!  thank you and happy new year!