Retirement tax questions

You will receive a 1099R that shows the distribution from your retirement account.  They issue them in late January to mid-February, and the 1099R will show any distributions you received in the tax year.   You cannot change the year or use it for a different tax year.

 

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.

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