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Retirement tax questions
If you are on the screen in the 1099-R section that says, "Enter your details", you will notice Box 4 Federal income tax withheld. This is not entered on Form 8606.
Here's how to enter your 1099-R:
- Open (continue) your return if you don't already have it open
- Search for 1099-R and select the Jump to link in the search results
- Answer Yes on the Did you get a 1099-R? screen
- If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
‎February 27, 2022
1:37 PM