A member sent me this: If you are using the desktop (downloaded) TurboTax software installed on your computer you can open a 1099-R form in forms mode and fill it in. I checked the help center and sorry still a dead end. There is a FORM that I can see but can't figure out how to fill in the 1099-R for my 403b withdrawals! Any clues as I think I just need to enter 15k. So far I show no income at all and can't get a handle on the current tax estimates....Any help would be much appreciated! BTW the folks at the CS did not inform me of the Forms....odd?
Did you see the answer I added to your other post about which boxes to fill out?
Hello again Volvogirl. Hope your X-mas was both resting and peaceful with family and friends! Just so you know you are making my life less stressful for this coming year. Clearly I am not a tax expert.
I am entering my Wife's PT work of 10k and 200 with holding. Which form and boxes do I fill out? Also, I found out on the IRS.gov website that they came up with a calculation of 38.00 for a tax credit. Where would that show up in Desktop version of TT 2024? When I do enter the numbers in the form, are the calculations done or do I have to save/print file?
Just trying to get estimates....
Many thanks again!