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Retirement tax questions
Thank you, Bill. Yes, I did receive 2 separate 1099-R's; one for the rollover distribution which was not taxed--it went straight to a 403(b) account. I also received one for the 6 months' of retirement checks I have received, and it was taxed. No danger on me reaching the income limit--I was definitely below the $31,500. I will assume my 6 months' of retirement checks cancelled out my contributions. I just wanted to make sure I could not receive the credit before submitting my taxes. Thanks so much for your answer.
‎June 4, 2019
8:27 PM