MarilynG
Expert Alumni

Retirement tax questions

If you think you may have started to enter a W-2 (but don't have one), type 'W-2' in the Search window, then click on 'Jump to w-2.'

 

At the W-2 summary page, you can delete any entry there (trash can icon to the right).

 

If you have a 1099-R for a Retirement distribution, the 'Payer's ID' or 'Federal Identification Number' is what will be entered.

 

Type '1099-R' in the Search window, then click on 'Jump to 1099-R'.  Or, under Wages & Income, scroll down to 'IRA, 401K, Pension Plans.'

 

Here's step on How to Enter a 1099-R.

 

 @floridasam

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