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Retirement tax questions
I entered the 1099-R information. I called the financial to verify their federal identification number. I also asked for verification on the two codes P and J. They were hesitant to guarantee that those would be the codes but said they will probably be the codes.
As expected, my tax refund remains the same. I also notice that form 5329 is generated too. As you said, since the forms are not final yet, both 1040 and 5329 are shown as errors for that reason.
As expected, my tax refund remains the same. I also notice that form 5329 is generated too. As you said, since the forms are not final yet, both 1040 and 5329 are shown as errors for that reason.
‎June 4, 2019
11:06 PM