HelenC12
Expert Alumni

Retirement tax questions

Enter the 1099-R exactly as it reads or you may be able to import it. See Where do I enter my 1099-R?

 

After you enter you, you'll be able to answer follow-up questions on what you did with the funds.  You'll get credit for the amount of income taxes paid. Generally, inherited retirement funds are taxable to the beneficiary.

 

 

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