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Get your taxes done using TurboTax
Lump sum for what? Are you referring to a lump sum payment for Social Security? That would be on a SSA1099, not on a 1099R.
And ......did you take money out of a retirement account in 2023? If so, you should have a 1099R from the bank or financial institution that handles your retirement account.
Please clarify what you are asking about.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎April 1, 2024
10:19 AM