DanaB27
Expert Alumni

Retirement tax questions

If you didn't have any 2022 Form 1099-R or a disaster distribution in the previous years then please check the retirement section if you have a Form 1099-R listed. Delete any wrong entries if necessary:

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
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