BillM223
Expert Alumni

Retirement tax questions

Do you have any reason to believe that the administrator who issued the 1099-R withheld any income tax and sent them either to the VI or the IRS?

 

If so, you might do the following:

 

Go to Deductions & Credits->Other Income Taxes->Other Income Taxes Paid in 2023-> Withholding not already entered on a W-2 or a 1099, and click on Start.

 

Here you can enter withholding that is not entered elsewhere...

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