DawnC
Expert Alumni

Retirement tax questions

Where do I enter a 1099-R?    Answer Yes to the Did you receive any 1099-R forms in 2024? question.  Select 1099-R when asked which type of form you have.   And then make sure you indicate whether the form is for you or your spouse.   The first name on your return is the taxpayer and the other person is the spouse.   

 

 

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