@jjsink76 If you enter the 1099-R in the 1099-R interview or SSA-1099 in the SS interview and enter the 1099-R box 4 Federal tax withheld and SSA-1099 box 6 those will go on the 1040 form line 25b to offset your total tax liability.
You do not send the forms to the IRS when e-filing unless the IRS requests them later as they sometimes randomly do as a verification.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
