atte
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Just to follow up, I followed your instructions: deleted 1099-R and re-entered it with NY added as a state. Didn't make any difference in NY state return. It st...
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Thanks for that very details response! I will give that a shot.
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Any idea why TurboTax can't deal with this? It doesn't seem that difficult, given that I've been asked what percentage of the total I've inherited:Line 28 on IT...
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The problem is that TurboTax is including my entire RMD distribution from the inherited IRA ($15,000) in the Federal amount column on line 28, even though I put...
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Thanks, but I'm still a bit confused. Should the income from the inherited IRA show up as an exclusion on line 28 of the Federal column but not the NY State col...
Activity Feed for atte
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 22, 2020 8:12 AM
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 17, 2020 6:34 PM
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 17, 2020 8:14 AM
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 15, 2020 6:04 PM
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 15, 2020 3:42 PM
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 15, 2020 2:49 PM
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 15, 2020 2:04 PM
- Posted Re: The RMD is included in the Federal AGI, which transfers t... on Retirement tax questions. February 15, 2020 12:07 PM