TaxPaul09
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Agreed - that is how I filled out that 1099-R, distribution code-G.I was able to change my election to "Jessica did something else with it..." and that way did ...
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Thank you for the advice! Our distributions were under $100k, so no issues on that.My wife received 3 because she had one from another company she worked at par...
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That's interesting that the forms are different for Spouse. The reason I selected COVID distribution is because my understanding from my financial advisor is th...
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My mistake, I am not using the online version, I purchased online and downloaded it. Sorry for the confusion. Here are the screenshots of what I have entered. L...
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I deleted all 3 and then added one back to test it. You are correct that 1040 line 5b shows the taxable amount, only when my wife's name is selected - it does n...
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- Posted 1099-R rollover from CARES Act is taxed when my spouse is selected on Retirement tax questions. April 11, 2021 9:48 AM