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Retirement tax questions
If you do not want to import the Form 1099-R then you can enter it manually:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- On the "Let's import your tax info" screen click "Change how I enter my form"
- On the "How do you want to enter your 1099‑R?" screen click "Type it in myself"
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April 15, 2024
12:07 PM