About Laf923

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Re: 401k withdrawal

Amy,Someone from turbo tax live expert called me to followup on this and according to ger(yolanda) she stated that I am qualified as i fall under the first line...

Laf923

Updated Apr 04, 2025
Re: 401k withdrawal

It is a 401k with my former employer(a bank). I know in the past I paid taxes to the state for funds received from my 4401k. The exemption that appeared this ti...

Laf923

2

Updated Apr 04, 2025
Re: 401k withdrawal

Thanks again. I am clear on the 5329 form so no worries there. However I am still stressing the 20k exemption. Like I said the previous person who contacted me ...

Laf923

4

Updated Apr 04, 2025
Re: 401k withdrawal

Hi Amy,I didn't see my response to your message so I'm trying again.I want to clear up any confusion I may have caused .Beginning with the question about the ny...

Laf923

6

Updated Apr 04, 2025
Re: 401k withdrawal

I had 2 different calls from turbo tax representatives who advised that a 5329 for is not required as long as the the exception code is correct in box 7. In the...

Laf923

8

Updated Apr 04, 2025

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Date Registered	‎May 18, 2021 2:32 PM
Date Last Visited	‎April 7, 2025 3:59 PM
Total Messages Posted	11

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