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Retirement tax questions
Steam Train,
Thanks. I wasn't referring to the 1099-R form itself. Under the "wages and Income" tab, the amount shown under Wages & Income->Your 2021 Income Summary->Retirement Plans and Social Security, the amount from 2020 is correct. When I click on "update", the only item that shows up is my last employer's pension/retirement account. There should be two. The 1099-R for my Traditional IRA isn't listed. Not a big deal, but the employer's form info (name, address, federal ID) all display, i.e., I don't have to re-enter it.
Just puzzled.
TH
‎January 18, 2022
6:20 AM