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Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?
$356.00 was withheld from Federal, and $178.00 was withheld from State.
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June 1, 2019
8:16 PM
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Retirement tax questions
What do you mean by "receive" the tax withheld? Do you mean whether she should get it back as a refund?
June 1, 2019
8:16 PM
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Retirement tax questions
Yes, receive it as a refund. In the past, I did. I also thought I would get to review the Federal tax form.
June 1, 2019
8:16 PM
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Retirement tax questions
As I reviewed my refund, Form 1040 Line #16 was blank, for Federal income tax withheld from forma W2 and 1099. This is the amount I received as a refund the last few years that I filed my taxes.
June 1, 2019
8:16 PM
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Retirement tax questions
You'll want to go back to the input screens and make sure all the amounts appear there.
June 1, 2019
8:16 PM
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Retirement tax questions
Thanks for the help! You should insist people go back. I got the refund I knew I should have!
June 1, 2019
8:16 PM
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Retirement tax questions
There were significant tax changes that impact 2018. So you may very well see different results than in prior years.
You can preview your return before filing - see https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing to learn how.
June 1, 2019
8:16 PM