DavidD66
Expert Alumni

Retirement tax questions

There is a box to check when you enter your Form 1099 to indicate that it is an IRA/SEP/SIMPLE.  In addition, after you finish entering the form,  the program will ask you if it was an IRA/SEP/SIMPLE.  So, when you enter your Form 1099-R, check the box, and answer Yes. 

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