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Retirement tax questions
You shouldn't have to enter the recipient information for the 1099-R at all. TurboTax will pick it up automatically from the personal information that you have already entered. But if you do have to enter it for some reason, enter your full Social Security number as the recipient's TIN. Do not enter it with asterisks the way it is on the form that you received. It has to match your actual Social Security number, not the masked number shown on the form.
‎February 13, 2024
12:25 PM