- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thanks for the quick response.
Federal tax was withheld from both 1099-Rs.
State tax was withheld from the 1099-R for January.
I chose to not have state taxes withheld from the second, 11 month 1099-R, so it reflects zero state taxes withheld.
Aside from the taxes that were withheld in the one month 1099-R, the second state 1099-R is not correct, because it has payment for only 11 months.
Can this be adjusted / corrected via TT, or do I need the services of a tax professional.
Thanks again for replying and asking follow up Qs!
‎January 14, 2020
3:40 PM