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...
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...
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 ...
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...
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...
