Retirement tax questions
fostermoon
What version of TurboTax are you using: Online or CD/desktop?
I did the following steps in the CD/download product.
1. Set my state of residence to Kansas in Personal Info.
2. Went to enter the 1099-R with the TSP distribution.
3. In the screens after the numbers are entered for the 1099-R, I see:
4. As you can see, I checked off "Federal retirement or disability benefits" for the $20,000 TSP distribution.
5. Then TurboTax created a Schedule S which listed the Social Security benefits that happened to already be on this return, and the $20,000 TSP distribution.
6. This $28,500 total was placed on line 2 on the K-40 as a subtraction from income.
Now, tell us what you did that was different. It could be"(I was using the Online product", or "I did not see that screen about federal retirement to check in the 1099-R interview", or "The moon is full". No, seriously, this has worked for years, so we want to know what is different this time.
