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Retirement tax questions
Just enter the 1099-R in TurboTax exactly as it is on the form that you received. You do not enter the 5498.
In the Search box type 1099-r, then click the link that says "Jump to 1099-r." After you enter the 1099-R, proceed through all of the follow-up questions. Read the questions carefully.
‎April 4, 2024
7:20 PM