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Retirement tax questions
If you moved your traditional IRA from custodian to another custodian, you should have received a Form 1099-R from the first IRA custodian.
You can import or upload your 1099-R, or manually enter the information yourself.
Here's how to navigate to the 1099-R section:
- TurboTax Online/Mobile: Go to 1099-R.
- TurboTax Desktop: Select Search Topics. Search for and select 1099-R.
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March 22, 2025
11:57 AM