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Retirement tax questions
Sometimes the entry is on a follow-up page. Usually 2 pages after the main form. (See below for an NC resident). So if you need to deal with that, go back and edit that CSA-1099-R and walk thru the pages tah follow the main form.
Entering it there will back-fill box 16 on the worksheet that TTX uses:
(The bullet points above the entries are specific to NC residents..so yours may show differently)
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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.*
‎February 27, 2025
4:24 PM