Retirement tax questions

You need the 1099R.   If the bank or financial institution did not mail one to you, then go to their web site for it or contact them to find out how to get a copy.  If you knew how to contact them to take out your money, you know how to contact them to ask for the 1099R.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

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