Retirement tax questions

@Roaschell 

 

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)

________________________________________________

 

CSA1099R_Followup.png

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