Re: Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-...

Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-TAXABLE but $271 was withheld? ??

Shouldn't this be credited/refunded? How do I claim this?

posted

That 271 would be included in taxes paid and applied to your tax liability.

Look at your 1040 line 25b

Online
Select Tax Tools then Tools on the left side-bar
Select "View Tax Summary" from the TOOLS SCREEN
Select "Preview 1040" which now appears on the left side-bar

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Form 4562 Depreciation and Amortization states large values? Do I need this? If yes, what should I enter? If not, how to delete?

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-TAXABLE but $271 was withheld? ??

Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-TAXABLE but $271 was withheld? ??

Get more help

Do you have a TurboTax Online account?

Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-TAXABLE but $271 was withheld? ??

Do you have an Intuit account?

Hi, entering my 1099-R. No money taken from 403B just rolled over to new 403B. Should be NON-TAXABLE but $271 was withheld? ??

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert