DawnC
Expert Alumni

Retirement tax questions

If you did not see that question, you may already have a 1099-R listed.   If so, click on Done or Continue to get to the questions.     Search for 1099-R and then use the Jump to 1099-R link.   You are either going to get the question - did you get a 1099-R?  OR you will land on the Summary Screen.   If you don't have any 1099-R forms, delete the ones in the list.    Click on Done or Continue to get the 8915-F questions referenced above.   @Caseyblue

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