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Retirement tax questions
You should go back and review the entries for your 1099-R. Go back to your form by following the steps below:
- Open or continue your return.
- In the Federal section, select Wages & Income.
- Scroll to locate Retirement Plans and Social Security.
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.
When you get to the form, the program will ask for the withholding amounts. If you continue having issues, feel free to contact us again.
March 24, 2024
11:11 AM