About tombesser

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Re: taxable portion of retirement distribution

This is the heart of the problem. Yes, TurboTax used the ‘simplified method’ and it is possible that one or more of our interview answers led it to do this. I c...

tombesser

1

Updated Jul 22, 2023
Re: taxable portion of retirement distribution

We entered the amount in box 2a when entering the 1099-R form data. No boxes were checked.

tombesser

Updated Jul 22, 2023
Re: taxable portion of retirement distribution

It is distributions from our 503b retirement program. We indicated no charitable contributions.

tombesser

Updated Jul 22, 2023
Re: taxable portion of retirement distribution

Nope, no disasters at all, and I indicated this in the TurboTax process. Thanks.

tombesser

2

Updated Jul 22, 2023
Re: taxable portion of retirement distribution

Thank you.

tombesser

Updated Jul 22, 2023

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Date Registered	‎July 21, 2023 1:38 PM
Date Last Visited	‎July 22, 2023 8:08 PM
Total Messages Posted	7

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