MarilynG1
Expert Alumni

Retirement tax questions

'Any Periodic Payments' refers to you receiving monthly retirement income, as opposed to a 'one-time' withdrawal from your Retirement Fund. 

 

Since we can't see your return in this forum, I would suggest that you Delete your 1099-R and Re-Enter it, paying close attention to the questions on the follow-up screens.

 

Click this link for more info on How to Enter 1099-R.

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"