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Retirement tax questions
@IsabellaG wrote:
This question doesn't really affect your situation, as you had a direct rollover
Exactly. Is turbotax not able to determine that this distribution is a non-taxable event since Code G (rollover) was entered as the distribution code? Asking for the source to determine if the distribution is taxable at the state level is confusing because a rollover is not a taxable event in the first place.
@IsabellaG wrote:You should check KPERS or other qualified KS public pension benefits.
Is turbotax not able to determine that the source is KPERS when it was entered previously as the Payer?
Your reply is appreciated. Turbotax just isn't all that great IMO.
‎April 6, 2025
3:31 PM