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Retirement tax questions
If you have a full PC or Mac that meets the system requirements for the CD/download, then get the Deluxe CD/download. Every version of the desktop (aka CD/download) has all of the forms and schedules. You just get more help in certain areas by upgrading to more expensive versions. Deluxe can handle your W-2 income, retirement income, etc. You will get a 1099R for your pension by the way not a 1099G.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎January 5, 2023
6:40 AM