SusanY1
Expert Alumni

Retirement tax questions

In this case, return to those 1099s and change the answer to the question "Any Periodic Payments?" to Yes

 

Next, indicate "No, I started getting payments in 2022 or a prior year" (unless 2023 is the first year that you received a payment from these accounts.  Finally, click Yes the question asking if the amount in box 2a was used as the taxable amount.

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