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Retirement tax questions
Married Filing jointly. I also have a 1099r for @$20,000 which was not taxed by NY. My wife's 1099R was imported and I verified all fields. Followup questions
1) Not eligible for exclusion for those over age 59 1/2 (turning off had no effect)
2) I inherited this IRA
3) Someone who passed away
4) No non deductible
5) decedent born before 1951
6) R.M.D. amount
7) Entire
And that's the last of the questions
March 23, 2025
11:18 AM