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Retirement tax questions
I have spent over 4 hours with 2 different Customer Support teams to try to figure out this error. The 2nd team said my pension was not taxable and sent me an IRS link. The IRS link goes to a Tax Topic. When I use the IRS Interactive Tax Assistant, it says the pension IS taxable. Right now, TurboTax says I get a $7895 Federal refund.
When I use Tax Slayer to do my exact same tax return, it does the 1099-R section correctly and shows my refund is now $1200 Federal Refund.
When I use Tax Slayer to do my exact same tax return, it does the 1099-R section correctly and shows my refund is now $1200 Federal Refund.
‎June 7, 2019
5:13 PM