Retirement tax questions

JotikaT2 · ‎March 8, 2021

Box 7 of your 1099-R form would be marked as a rollover. (Code G or H).

You can go back to review your input in the Federal interview 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)

Edit 1099-R

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