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.

posted

Connect with an expert

6 Replies

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?

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.

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.

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.

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!

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.

Still have questions?