- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I incorrectly classified my 1099 R as an IRA simple. I contacted my financial institution who reported that my IRA is neither SEP nor simple. So, I corrected the TurboTax form (to none of the above) that was associated with the 1099 R and TurboTax automatically started the input for the 8606.
‎February 14, 2025
2:45 PM