- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@jimandkathy10 Did you also get a 1099R? After you enter the 1099R it will ask what you did with it. That's where you say you rolled it over (even if back into the same account) and how much. Just keep going through all the questions wh3n you enter the 1099R.
March 13, 2023
11:44 AM