- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You should have a 1099R for it. Did you get it yet? Wait for it.
Enter a 1099R under
Federal Taxes Tab or Personal (Home & Business)
Wages & Income
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit
There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.
If you are filing a Joint return be sure to pick which person it is for.
‎January 4, 2024
9:01 PM