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Retirement tax questions
That's what I did too. I downloaded the 1099 pdf forms from Vanguard and entered them manually.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
February 12, 2024
3:30 PM