Retirement tax questions

SharonD007 · ‎February 7, 2025

You don't need to enter boxes 2, 3, or 4 in TurboTax; only what's in box 5 as VolvoGirl mentioned. This is the screen that you should be entering your SSA-1099 information on:

For instructions, refer to TurboTax article Where do I enter an SSA-1099?

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