- Mark as New
 - Bookmark
 - Subscribe
 - Subscribe to RSS Feed
 - Permalink
 - Report Inappropriate Content
 
Retirement tax questions
			
				
					
					
						macuser, YES, the interveiw mode fixed it!  Exactly as you said. Now 16a shows "0" and 16b shows 20k with "ROLLOVER". 
(The only question I felt a bit uncertain about is the "Distribution Source" with a list of public plans/authorities,etc. I could not find 403b anywhere, and just contiuned with the default choice "None of above (select for 457h)". I assume the main thing is for IRS to see that the 20k is reported as taxable, just as shown in hardcopy 1099-R".)
Once again, many thanks for going out of your way to help out.
		
		
	
	
	
(The only question I felt a bit uncertain about is the "Distribution Source" with a list of public plans/authorities,etc. I could not find 403b anywhere, and just contiuned with the default choice "None of above (select for 457h)". I assume the main thing is for IRS to see that the 20k is reported as taxable, just as shown in hardcopy 1099-R".)
Once again, many thanks for going out of your way to help out.
			
    
	
		
		
		‎June 4, 2019
	
		
		5:27 PM