CatinaT1
Employee Tax Expert

Retirement tax questions

Do you have a child on your return that was born in 2023 or that you show adopted in 2023?

 

On your 1099-R, is there an amount in box 2, and are either of the check boxes marked for Taxable amount not determined, or IRA/SIMPLE/SEP?

 

The question will come up after you finished entering all 1099-R's. 

 

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