Retirement tax questions

Click on Forms.  When in Forms mode open the Form 1040.  Click on Line 4b.  Click on the magnifying glass.  Follow the same procedure on the next form(s) to locate where this amount is located on your worksheets.  Delete the amount on the worksheet.

Return to the interview section of the program and re-enter the Form 1099-R that you received.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button