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Retirement tax questions
OK Thanks: It's beginning to make sense! The 401K rollover to the IRA was a few years ago. The 1099R is reporting the distribution from the IRA. The 1099R did not calculate the taxable amount. My local broker did this and gave me the 6.01% number to use to calculate the taxable amount. ( this might not have been the after tax % of contributions . my error). The IRA/SEPSimple box is checked. Box 5 is 0.00 Still: If I know the taxable amount how do I get Turbo to use it?
‎June 4, 2019
2:30 PM