Retirement tax questions

SteamTrain · ‎March 6, 2022

Go back to the Federal section, where you will "edit" the 1099-R form that you entered there from DFAS.

On one of the pages AFTER the main entries, you will see the following page to make the Bailey Settlement selection. The "Online" software selection page is different from the "Desktop" software selection page....so pay close attention to which page applies to which software you are using.:

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Online software Bailey selection Page

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Desktop software Bailey Selection page:

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*