I filed on the 3rd of April and got rejected. I think it is due to my 1099-R forms on the Turbo Tax that I purchased at Sam's Club. Could someone help me?

[booboo10011958]

I withdrew out of 401K during 2024 and received a pension also from Verizon that I have to claim.

[JohnB5677]

Was thaer an error code associated with the rejection?

As you describe it you should have two 1099-R's.

• The Verizon pension was probably paid monthly, and the 401-K was a lump sum.
• Both are taxable.
• If you are 59 1/2 or older there should not be any penalty.
• If you are 73 or older, you must take RMDs Required Minimum Distributions.

You can view your tax return and see how the retirement revenue is taxed

You can preview your tax return by going to:

1. On the menu bar on the left that shows.
2. Select Tax Tools
3. On the drop-down select Tools
   1. Tip: If you don't see the dropdown for Tools,
   2. Minimize the federal and state options using the down arrow.
4. On the popup menu
5. Select View Tax Summary
6. On the left sidebar
7. Select Preview my 1040.
8. Se lines 4 A&B and 5A&B

Some key numbers on your 1040 tax return are:

Line 9 - Total Income

Line 11 - AGI

Line 15 - Taxable Income

Line 19 - Child Tax Credit

Line 24 - Total Tax.

Line 25 d - Withholdings.

Line 26 - Estimated tax payments

Line 27 - Earned Income Credit

Line 28 - Additional Child Credit

Line 33 - Payments including Credits.

Line 34 - Overpayments.

Line 37 - Tax owed.

If you have a clarification, or an additional question, please contact us again.