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Retirement tax questions
It must have worked as I rolled over the 401a/457 and my tax refund did not show negative results. T/T asked another confusing question: "How were these funds derived?" with choiices A-E a. being from state retirement benefits and e. being none of the above with a notation box that if I should choose "E" none of the above that I would receive up to a $12k reduction from my total tax liability. All were derived from state retirement benefits; so, the only one which I chose "E" was a non-qualified Annuity which still did not move the needle on my estimated refund; therefore, I am still not 100% sure if it helped until I get through. But thanks for trying, your method was better than my hair pulling and fit throwing 4 sho'!
‎June 6, 2019
1:15 AM