TTUserfromCA
Returning Member

Retirement tax questions

@TurboTaxMarilynG and @macuser_22, thanks for both your suggestions.

I was able to do MarilynG's recommendation, but it did not reduce the amount in W-2 section 12b when I do my "Review" phase of TurboTax and therefore still cannot complete my tax filing.

For macuser_22's recommendation, I chose option 8 instead of P, since P is for 2017. But it is asking me for Vanguard's Federal ID number which I do not have. Also, the same issue on 12b not allowing me to proceed past the "Review" phase persists...

Any help you can provide to get through this will be highly appreciated.

Btw, already submitted the Letter of Intent (LOI) or withdrawal form to Vanguard but not sure how long it will take to get the actual 1099-R, so I was trying to simulate it myself as suggested by macuser_22.