Retirement tax questions


@don58 wrote:
I received the exact same payments from the same source on a 1099-R for 2019 as for 2018. Don't have the hardcopy. Can TurboTax look it up online?

Possible.   Go to the 1099-R interview and say to import it.  If your financial institution is a partner with TirboTax and you have an online account then you can probably import it.

 

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**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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