Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
user84831
New Member

Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?

$356.00 was withheld from Federal, and $178.00 was withheld from State.
6 Replies
CaronM
Level 2

Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?

What do you mean by "receive" the tax withheld?  Do you mean whether she should get it back as a refund?
user84831
New Member

Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?

Yes, receive it as a refund.  In the past, I did.  I also thought I would get to review the Federal tax form.
user84831
New Member

Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?

As I reviewed my refund, Form 1040 Line #16 was blank, for Federal income tax withheld from forma W2 and 1099.  This is the amount I received as a refund the last few years that I filed my taxes.
CaronM
Level 2

Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?

You'll want to go back to the input screens and make sure all the amounts appear there.
user84831
New Member

Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?

Thanks for the help!  You should insist people go back.  I got the refund I knew I should have!
CaronM
Level 2

Shouldn't a 74 year old widow receive the federal tax withheld from her retirement plan this year, as in the past years?

There were significant tax changes that impact 2018. So you may very well see different results than in prior years. 

You can preview your return before filing - see https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing to learn how.

Dynamic AdsDynamic Ads
Privacy Settings
v