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Retirement tax questions
Donin is spot on. To answer your secondary question any income shown on a 1099R is NOT included on any W2 statement. W2s are for earned income and 1099Rs are for retirement income coming from pensions, annuities, some life insurance distributions and IRAs for examples. If you are using EasyStep it will eventually get you to where Donin directed you when it asks if you have any 1099Rs.
‎February 26, 2022
8:50 AM