DaveF1006
Expert Alumni

Retirement tax questions

Here is a better way to get to the 1099R

  1. Go to federal>wages and income>all income
  2. Retirement plans and Social Security>show more 
  3. Ira (401K), pension plan Withdrawals(1099R) 

Then follow the instructions given by DanaB27. See if this helps.

 

@ken-pitcher1991  

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