AmyC
Expert Alumni

Retirement tax questions

  1. Tax laws changed on that date so the program needs to know which laws to use.
  2. The 1199 SEIU is an umbrella of healthcare.
  3. A government pension plan is taxable to the federal and might be taxable to the state.
  4. Look at last year's tax form 1040, line 12. If it matches the standard deduction listed, the standard was taken. Otherwise, you will see a Sch A for itemized deductions as part of your return.

 

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