Kawh
Level 3

Retirement tax questions

@samchou, @SamS1 SamS1 has good advice.  As for your particular steps, they seem fine. However, I do not recall exactly what I had to do w/ my W-2s. The adjustments I had to make in general were the ones necessary to reflect reality (ie, override TurboTax's limitations). I will warn that I did this for FY 2019. Best of luck.