Ask question about tax

Forum|Forum|3 years ago
February 13, 2023
2 replies
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ask question about tax

TurboTax Free Edition Online

xmasbaby0

Level 15

Go ahead and ask your question. This is not live chat. Ask a clear and complete question here.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

mikeyrm1

Level 2

Hello, on my 1099R from Charles Schwab for an IRA rollover, there is nothing in box 16. When filing using Turbo Tax it will not let me file without entering an amount on lint 16. I enter "0", and it comes back saying that it cannot be less than the state withholding tax. Any help out there?

VolvoGirl

Level 15

On your 1099R, anything in box 14? If not then leave boxes 14, 15 & 16 all blank, no spaces. If you have withholding in box 14 then enter the amount from box 2a into box 16 for the state distribution. If box 2a is blank use the amount from box 1.

ayisha621

Level 2

How Do I Go About Getting the $3,148 That’s missing from my return ? IRS took they and then turbo tax charged $217 for processing . My check was sent to a third party SBTPG LLC Which i wasn’t aware of and now 3,148 is missing I spoke with IRS I was receiving 8,126.56 Instead SBTPG issued 4,761.10 into my account this need to be resolved ASAP this isn’t $1 or $2 missing it’s THOUSANDS!

CatinaT1

Level 15

I would suspect your refund was offset. When you spoke with the IRS, they may not have been aware of any offset yet because that is handled by the Bureau of Financial Service. I would call the number below.

The IRS and State Governments have the ability to offset a refund to pay for certain past due debts.  You generally will receive a letter stating what the offset was for.  

The IRS provides a toll-free number, (800) 304-3107, to call for information about tax offsets.

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