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Retirement tax questions
You might get a 1099R for retirement pensions or IRA withdrawals. And if you are getting Social Security you will get a SSA-1099 form. You have to enter everything into your tax return.
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
April 10, 2024
9:55 AM