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Retirement tax questions
My box 1 is not the same as my box 2a. This was a Roth distribution for excess contribution so 2a is just the earnings.
So 14 matches 2a but not 1. Is that ok?
This was all on my 2017 return which was accepted by the state I work in, the state I live in-MO, and the fed. I submitted a mock 2018 1099-R on that return—I selected 2018 when TurboTax gave me the option on my 2017 return to pick the year of my 1099.
Is this related to TurboTax asking me what state I live in after filling out the 1099? Is this just how Missouri does it?
So 14 matches 2a but not 1. Is that ok?
This was all on my 2017 return which was accepted by the state I work in, the state I live in-MO, and the fed. I submitted a mock 2018 1099-R on that return—I selected 2018 when TurboTax gave me the option on my 2017 return to pick the year of my 1099.
Is this related to TurboTax asking me what state I live in after filling out the 1099? Is this just how Missouri does it?
June 3, 2019
1:42 PM