first time i do 2 things would like review vortect

lynn13
lynn13 Member Posts: 2 Newcomer
in Filing my taxes

i low income cause of disability. have not used any ira..will file my first ira distribution

and a roth rollover to minimize rmd when i in 70s

i read and think.i doing correctly would still **** someone to review that. first ira distribution, text complicated.

can freetaxusa help with that or better to go local with h&r block?

lynn13

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Answers

  • Taylor
    Taylor FreeTaxUSA Agent Posts: 71 image
    Hi Lynn,

    It will be entered in the software under "Income > Retirement Income (1099-R)." The screens that follow, will ask you to indicate if it was a Rollover. Yes, the FreeTaxUSA software does support this situation and will walk you through entering the information.

    If you have any questions about how to enter your 1099-R or navigate the IRA sections in the software, our Support Team is happy to walk you through that as well.

    Please contact Support once logged into your account using the "Support Center" at the top of the screen.
  • lynn13
    lynn13 Member Posts: 2 Newcomer

    fed taxes were not that tough. i might be confident enough as is..

    fo have to pay in Probably wont send it until april.

    i will think on it if needs to b reviewed

    started state of wi.. that might be over my head...

    may be back for that..taking a couple days off to rest...i think i will need a ton of win tax forms?

    the roth. ira roll over might not have been a good idea.. live and learn. Have a whole year to think about doing saller amount next year.

    got to get back to ur home screen to see if u do tare and how much..thought stare would b easy after i got everything together for fed...that was challenging cause not sure what i have with advisor managing all.

    lynn13

  • kiarab
    kiarab FreeTaxUSA Agent Posts: 263 image
    Hello again lynn13,

    We are here to help with any questions that you may have. I think for your specific situation, it would be best to contact customer support directly so they can view your account and see what is going on.

    You are not required to file a WI return with us if you would prefer to just file a federal return. You will just remove the state return from your account before you pay (States -> Your State Returns, then delete the state)

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