Retirement tax questions

JotikaT2 · ‎March 3, 2021

You may need to review your entries in the 1099-R Retirement section to confirm your input.

The input would be under the Federal income section as follows:

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
As you review your 1099-R information, be sure to check the distribution code as entered on your 1099-R form in box 7.

The program will then answer any questions as it relates to the input for that particular 1099-R. Be sure to answer the questions on the screens after the 1099-R input section to ensure you have answered all of those questions correctly as well.

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