DanaB27
Expert Alumni

Retirement tax questions

No, a W-2 reports income you earned working  for someone. A 1099-R reports retirement distributions. Please, report each form in the correct section. You can use the search function to get to the right section. For example:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”

 

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