DanaB27
Expert Alumni

Retirement tax questions

Please enter all 1099-R's as shown on the forms. After you entered all 1099-R and you are on  the "Your 1099-R entries" click "continue" and you should get questions about your Roth contributions. 

 

If not then please provide me with the code in box 7. Are any other entries in other boxes?

 

 

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