DanaB27
Employee Tax Expert

Deductions & credits

You need to select that it is a 2022 Form 1099-R in the follow-up screen because you are getting this Form for the 2022 tax year. Please see step 9 in the instructions for the traditional or step 10 in the instruction for the Roth: “On the "Which year on Form 1099-R" screen say that this is a 2022 1099-R.”

 

@ AlexVr

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