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Retirement tax questions
Are you looking for 1099R retirement distributions or 1099B for investments? If you have a 1099B or need to enter sales you need to upgrade to Premium.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
June 14, 2024
11:33 AM