BillM223
Expert Alumni

Retirement tax questions

#1. the state refund gets recalculated each year anyway, unless you are talking about a refund of state tax that you received on a 1099-G. But since the numbers before the state refund will all be recalculated, if you are talking about the calculated refund for 2024 - this won't matter.

 

#2. So you are OK on the 1099-R stuff?

 

It is good that you are looking carefully at your return. Since you are responsible for it (except for returns that TurboTax employees actually complete and sign), it's your job to review everything carefully.

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