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Retirement tax questions
@avian99 The last commenter in this thread had an erroneous refund:
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4567619-pensions-not-included-in-1040-line-4a-but-is-included-in-l...>
And, of course, @frankbaumert earlier in the current thread. I don't know if either efiled or paper filed.
As I said previously, filers may not have issues now but may in the coming months because the gross distribution shown on the form 1040 doesn't match the gross on the 1099s filed by the payors. I can see letters generated automatically by the IRS asking for explanations as to why that is the case. Personally, I wouldn't want to deal with it when TT could prevent it from happening by correcting the program.
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4567619-pensions-not-included-in-1040-line-4a-but-is-included-in-l...>
And, of course, @frankbaumert earlier in the current thread. I don't know if either efiled or paper filed.
As I said previously, filers may not have issues now but may in the coming months because the gross distribution shown on the form 1040 doesn't match the gross on the 1099s filed by the payors. I can see letters generated automatically by the IRS asking for explanations as to why that is the case. Personally, I wouldn't want to deal with it when TT could prevent it from happening by correcting the program.
‎June 4, 2019
12:24 PM