- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Who is it from? Did you take a IRA or 401K withdrawal? Did you rollover or transfer it to another account? Do you get a pension? Did you leave a job and not pay back a 401K loan?
What code is in box 7?
Enter a 1099R under
Federal Taxes on the left side
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit
If you are filing a Joint return be sure to pick which person it is for.
March 4, 2021
1:48 PM