KarenJ2
Expert Alumni

Retirement tax questions

Once the return is open:

 

  1. Click on Federal
  2. Click on Wages & Income
  3. Scroll down to Retirement Plans and Social Security
  4. Click on Visit all if available on 1099-R, IRAs, 401(k), early withdrawals
  5. When you see screen Tell US Which 1099-R You Have, click on I need to prepare a substitute 1099-R
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