Made an early w/drawal from a life insurance plan & received a 1099-r. How do I know if this is a Qualified retirement plan, nonqualified annuity, or modified endowment. in Retirement tax questions
Friend took early 401K w/drawal of $10,000 in 9/16. She makes $24,000 before that w/draw. Turbo decreased her fed + state return by $5800. Is that a correct calculation? in Retirement tax questions