KrisD15
Expert Alumni

Retirement tax questions

If the 1099-R was entered in the section for CSR, you would get to a screen that states:

 

"Describe the Taxable Amount"

select "No, a different amount was taxable"

For "Tell Us the Taxable Amount Method" select "Simplified method"

Enter Annuity Information   and Continue

 

Next screen says "Tell Us About Your Joint Annuity"

select "Yes, this annuity covers more than one person"   and Continue

Next screen asks for both ages. 

 

If you did not see these screens, 

please return to wages & Income 

Retirement Plans and Social Security

IRA, 401(k), Pension Plan Withdrawals (1099-R)  START or UPDATE

Select EDIT for Office of Personal Management

Walk through the interview very carefully 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"