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Angie
Angie, Tax Preparer
Category: Tax
Satisfied Customers: 225
Experience:  Bookkeeping, Profit and Loss, Balance SheetsAll types of US Taxes, Tennessee taxes, Personal, business, payroll, sales tax etc.
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I cashed out my retirement because I have terminal cancer so

Customer Question

I cashed out my retirement because I have terminal cancer so I am disabled. . How do I handle that on turbo tax?
Submitted: 10 months ago.
Category: Tax
Expert:  Jonathan Tierney replied 10 months ago.
Hi, my name is ***** ***** I can help. Sorry to hear of your condition. Did you receive a 1099-R?
Customer: replied 10 months ago.
IDK, can I get back to you in about an hour?
Expert:  Jonathan Tierney replied 10 months ago.
Sure, no problem, if I am not online then, I will get back to you when I am back online.
Customer: replied 10 months ago.
Yes, found the 1099r
Customer: replied 10 months ago.
Well, it is for my SERS Plan 3. I will have to dig deeper to find the PERS
Customer: replied 10 months ago.
ok I have found it.
Customer: replied 10 months ago.
Still waiting!
Expert:  Jonathan Tierney replied 10 months ago.
What are the amounts in boxes 1 and 2 and the code in box 7. Is the IRA box checked?
Customer: replied 10 months ago.
not checked, 11,995.65 pers 33,668.75 sers
Expert:  Jonathan Tierney replied 10 months ago.
pers and sers are in box 7?
Expert:  Angie replied 10 months ago.
New expert here, do you still need help with your 1099-R?
Expert:  Angie replied 10 months ago.
Just checking back to make sure you got your issue handled. If you are satisfied with my service, I ask that you take a moment to rate me using the stars or smiley faces, this is how I receive compensation from Just Answer and ensures experts like me are available to answer your questions in the future. if you would like to work with me again, simply type "For Angie2613" in your question title and I'll be happy to help in any way that I can.