Retirement tax questions

SteamTrain · ‎February 20, 2025

Not sure what KS software is doing this year...

BUT...

in prior years, you made the selection in the Federal area, on a page after the main CSA-1099-R form.

Should look something like the following (Desktop vs Online TTC displays can loo somewhat different)

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*