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Retirement tax questions
@prtaylor56 Yes, I was on the phone for 40 mins. with TT today (2nd call this week) and re-explained that since line 15a/b and 16a/b have now been combined that 1099Rs should be added together and gross distribution listed on 4a if one or more distributions are partially taxable. There needs to be a change in the coding so that this happens. I was told that there are concerns but the 4a/4b "stuff" is not considered an issue. She did send in a report regarding my comments and the request that this be corrected.
‎June 4, 2019
11:36 PM