- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I would think that if a person was reviewing the forms they would be able to add up the distribution info and confirm that the taxable distribution was correct and determine that some info was omitted from line 4a because those distributions were fully taxable. However, this is an assumption.
I still don't see any fix although the TT agent whom I spoke with said there should be another update coming later this week. I am still holding off on filing but want to file by early next week. I would prefer to e-file and just want to be sure that everything is filled out correctly. I've used TT for many years and this is the first time I've had an issue and been concerned about filing.
Someone else posted @ 2 days ago that because one of his distributions was not included on line 4a and 4a was less than 4b he received a correction and was over-refunded. Can't find the thread now and don't think he stated whether he e-filed or paper filed.
I still don't see any fix although the TT agent whom I spoke with said there should be another update coming later this week. I am still holding off on filing but want to file by early next week. I would prefer to e-file and just want to be sure that everything is filled out correctly. I've used TT for many years and this is the first time I've had an issue and been concerned about filing.
Someone else posted @ 2 days ago that because one of his distributions was not included on line 4a and 4a was less than 4b he received a correction and was over-refunded. Can't find the thread now and don't think he stated whether he e-filed or paper filed.
‎June 4, 2019
12:24 PM