Retirement tax questions

You must enter your 1099R on your tax return.  It will contain information showing the tax withheld already.  But you are adding that income to other income, so you could still owe some tax.  TT will do the calculations.

 Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R


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