That is referring to the amount of state tax withholding for 2018.   If you made additional payments to the state in 2018, you would also include that. Additional payments include balance due when you filed, estimated state tax payments and state tax payments made with an extension.  ... View more

No, the code J is fine. What you need to do is report a basis in your Roth IRA.    Here is how to do that: Search for IRA contributions using the search box located in the upper right corner . Click on  Jump to IRA contributions. Check the box showing that you contributed to a Roth IRA.   The next screen asks you to verify that you contributed to a Roth IRA, choose Yes. If you didn't contribute to the account in 2019, just enter $0.  The next screen asks if the contribution was a repayment of a retirement distribution, choose No. Answer the remaining questions according to your situation. After a few more questions you will be asked about your contributions in the past. Any distribution coded J will be nontaxable until your recover the amount that you have contributed in the past. By entering your basis in the account, the early withdrawal penalty will go away as well.      ... View more

If you have listed a 2019 withdrawal on your 2018 tax return, you will need to amend your 2018 tax return to correct that.    Click here for instructions.  ... View more

No, a rollover is not a contribution to an IRA, whether you are talking about a Roth or a Traditional IRA.    A contribution is made with after tax money from your funds to an IRA.  ... View more

The first part that you mention is 1099-B information. To find that, just search for 1099-B using the search box toward the upper right corner, then click on Jump to 1099-B.   If you have similar information for IRA accounts, that information should not be reported on your tax return, it is for your information only.    The information that you should report on your return is on: 1099-B 1099-INT 1099-DIV 1099-OID  1099-R 1099-MISC You probably won't have all of those forms.  ... View more

No, you don't report the amount as income, but it may reduce the amount for which you can claim an education deduction or credit.    The amount may already be included in box 5 of your 1098-T form, but if it is not, and you are filing for an education credit or deduction, you should list the amount of the waiver as tax-free education assistance.  ... View more

There is nothing wrong with what you listed. If there is a problem, it starts with line 20.   Line 20 should say $4719, which is your refund, unless you put it on line 22 as well. So, if line 21a also says $4719, everything is fine.   If line 21a says $0 and line 22 says $4719, then you entered your refund as being applied to next year.   Here is how to fix that: Select Federal from the left side menu. Select Other Tax Situations toward the top center. To the right of Apply Refund to Next Year, click Edit. On the screen that says Apply How Much? clear the box. Click Continue.  ... View more