DavidD66
Expert Alumni

Retirement tax questions

If you select "Traditional or Roth IRA..." the program doesn't yet know if the distribution in taxable or not, and if taxable how much of it is taxable.  It could be a Roth IRA that is not taxable or a Traditional IRA with non-deductible contributions.  You have to finish entering the Form 1099-R and then go through all the questions by clicking on Continue once you see the Summary page.  

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