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amooney
Level 1
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  • Re: 1099-R

    The reason I think there is an issue is it says I owe over $4500. I've never owed taxes in my life - always received a refund - and the only difference this yea...
    amooney
    Updated May 02, 2020

  • Re: 1099-R

    I get it now. Thank you
    amooney
    Updated May 02, 2020

  • Re: 1099-R

    So it looks like I need to contact TurboTax support since the software will not save my selection. Thank you for your time.
    amooney
    4
    Updated May 02, 2020

  • Re: 1099-R

    The code in box 7 is 7 - Normal Distribution. The screenshot you provided is different than what my TurboTax shows. But I don't know if that matters. Will I nee...
    amooney
    6
    Updated May 02, 2020

  • Re: 1099-R

    I think I have an exception to the penalty because my birthday is Jan 1960 and I withdrew the money Sept 2019. Past 59 1/2.
    amooney
    8
    Updated May 02, 2020
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