BillM223
Expert Alumni

Retirement tax questions

When you entered the 1099-R originally, immediately after you entered the numbers, did you see a screen that asked you where this pension was from?

 

 

This example is for a Keogh plan, but you can see the "Massachusetts State Teachers Retirement System" just above it.

 

Find this screen (in the 1099-R interview) and enter it there.

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