- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank you for your reply, which I appreciate.
Your answer would make a lot of sense IF the taxable amount in box 2a were blank. However, the gross distribution in box 1 is $22,708.08 and the box 2a taxable amount is $22,248.72, and I typed those in when entering the form I'm certain (though I will go back and check as well). That was why I was so flummoxed to be asked when TurboTax should not need this information. It seems that this year TurboTax is asking me this and other unnecessary questions (like whether the TRS pension or my TSP account are 403(b)'s, which I then had to go look up and say no to, but again are the same as last year and at least TSP (Thrift Savings Plan) Turbotax ought to know is NOT one without asking me.
I don't recall encountering this hurdle in previous years.