caseyrut
New Member

Retirement tax questions

I don’t know the answer to #3. #1 yes you are able to input without a 1099-R. This link below has some steps in the answer on how to manually add 1099-R. It’s from last year so adjust years. #2, it will ask you which calendar year the 1099-R is after you input it. The codes were confusing but it’s either P or 8 and you will see if it changes your refund/amount due which would mean it increased your taxable income.
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