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Retirement tax questions
Follow these steps:
- In federal income,
- click on 1099-R to start/edit/update.
- The program says Tell Us Which 1099-R You Have
- List of forms shows 1099-R, CSA, RRB and asks who does the form belong to - if married.
- Select 1099-R and stay on page
- Below that, is a box that says I need to prepare a substitute 1099-R.
- Check the box, then continue
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May 16, 2021
11:32 AM
5,212 Views