DanaB27
Expert Alumni

Retirement tax questions

Are you asking how to enter Form 1099-R?

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”

 

If you received a retirement distribution in 2023 then you should have received a 2023 Form 1099-R. If you didn't receive it in the mail check online or contact the financial institution. 

 

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