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Retirement tax questions
You mean when you enter the 1099R? Don't try to import it. Enter it manually. On the Let Us Enter Your 1099 page go down to the bottom and pick Enter a different way
Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
March 10, 2024
10:15 AM