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Retirement tax questions
Follow the steps below to enter a 1099-R in TurboTax:
- Open or continue your return
- In the Federal section, select Wages & Income
- Scroll to locate Retirement Plans and Social Security, and select Show more
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
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‎April 13, 2023
3:33 PM