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Retirement tax questions
@avian99
It's pretty evident TT isn't going to change anything, and that their "experts" just rationalize it in various ways. So anyway, I filed electronically and had my federal return accepted in less than half an hour, and my state return accepted less than six hours later.
My earlier note on using override(s) as a work-around only applies if you file a paper return, since TT won't allow electronic filing with overrides. So in my case, I just increased my pension 1099-R box 1 by a dollar, and that made 4a display the correct total gross of all my distributions (plus a dollar).
As I've been arguing, even if the IRS has no problem with 4a being less than 4b (and some are disputing that based on their filing experience), the IRS would definitely have no problem with 4a being the actual total of your 1099-R Box 1's. Duh.
It's pretty evident TT isn't going to change anything, and that their "experts" just rationalize it in various ways. So anyway, I filed electronically and had my federal return accepted in less than half an hour, and my state return accepted less than six hours later.
My earlier note on using override(s) as a work-around only applies if you file a paper return, since TT won't allow electronic filing with overrides. So in my case, I just increased my pension 1099-R box 1 by a dollar, and that made 4a display the correct total gross of all my distributions (plus a dollar).
As I've been arguing, even if the IRS has no problem with 4a being less than 4b (and some are disputing that based on their filing experience), the IRS would definitely have no problem with 4a being the actual total of your 1099-R Box 1's. Duh.
‎June 4, 2019
12:25 PM