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Retirement tax questions
Which boxes don't match? Make sure you are entering your 1099-R in the correct place, the Retirement Plans & Social Security section. You will get a screen asking 'Who gave you a 1099-R?''. Make sure you select the correct source. Go to Form 1099-R - this link will take you to the right place in TurboTax Online.
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February 17, 2023
7:22 PM