Retirement tax questions

All you need to do is answer the questions in the interview. If you don't have the answers at hand, you will need to find the information from the provider.

If you have an amount in Box 5 and taxable amount not determined, the interview will guide you.

You will be asked if any of the Box 5 amount is for Health Insurance, if you got regular (monthly) payments, if you started in 2020.

You will then be get the chance to figure how much is taxable.