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Retirement tax questions
Amy,
Someone from turbo tax live expert called me to followup on this and according to ger(yolanda) she stated that I am qualified as i fall under the first line
*periodic payments for services you
performed as an employee before you
retired;
She is saying that this pertains to my work as a paid employee and isn't referencing periodic payments of my 401k distributions.
I would have never interpreted that line the way she read and explained it however she was very confident this applies to my situation and what makes me qualified for the exemption along with meeting the age requirement.?
‎April 4, 2025
4:16 PM