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Retirement tax questions
When you say "won't accept it", do you mean that you cannot type in the information from the 1099-R because TurboTax gives you an error, or do you mean that you can't download the 1099-R automatically from your pension fund?
If you are trying to download the 1099-R and it is not working, then just type the 1099-R by hand. Sometimes the download does not work because of issues beyond our control.
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‎January 29, 2025
8:24 AM